FG
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Franchise GP’s Lumentum LITE Stock Holding History

Franchise GP’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.5M Buy
13,880
+9,280
+202% +$7.85M 5.72% 9
2026
Q2 		$3.95M Sell
4,600
-14,550
-76% -$13M 1.83% 14
2026
Q1 		$13.5M Buy
+19,150
New +$10.5M 4.95% 6

Other funds holding LITE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franchise GP's LITE Position: Q3 2026 in Review

Franchise GP increased its Lumentum (LITE) stake by 202% in Q3 2026, buying an estimated $7.85M and bringing the position to 13,880 shares worth $13.5M. The position accounts for 5.72% of the portfolio, ranked #9.

Franchise GP first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 1,051 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Franchise GP held 13,880 shares of Lumentum worth $13.5M as of Q3 2026.
  • Franchise GP bought 9,280 Lumentum shares in Q3 2026, an estimated $7.85M.
  • Lumentum made up 5.72% of Franchise GP's portfolio in Q3 2026, its #9 holding.
  • Franchise GP first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Franchise GP's 13F filing for Q3 2026, filed 16 Oct 2026.