Hel Ved Capital Management’s Lumentum LITE Stock Holding History

Hel Ved Capital Management’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
2025 Q4	–	Sell	-194,300	Closed	-$31.6M	–	68
2025 Q3	$31.6M	Buy	194,300 +108,300	+126%	+$13.5M	6.65%	2
2025 Q2	$8.18M	Buy	+86,000	New	+$6.1M	2.16%	13

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Hel Ved Capital Management's LITE Position: Q2 2026 in Review

Hel Ved Capital Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 22,112 shares — an estimated $15.5M sold.

Hel Ved Capital Management first reported a position in LITE in Q4 2024 and held it in 5 quarters. The position peaked at $33.7M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Hel Ved Capital Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Hel Ved Capital Management sold 22,112 Lumentum shares in Q2 2026, an estimated $15.5M.
Hel Ved Capital Management first reported a position in Lumentum in Q4 2024 and held it in 5 quarters.
Hel Ved Capital Management's Lumentum position peaked at $33.7M in Q4 2025.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.