HVCM
LITE icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hel Ved Capital Management's LITE Position: Q1 2026 in Review

Hel Ved Capital Management reduced its Lumentum (LITE) stake by 76% in Q1 2026, selling an estimated $38.1M and leaving 22,112 shares worth $15.5M. The position accounts for 1.84% of the portfolio, ranked #10.

Hel Ved Capital Management first reported a position in LITE in Q4 2024 and has held it in 5 quarters since. The position peaked at $33.7M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Hel Ved Capital Management held 22,112 shares of Lumentum worth $15.5M as of Q1 2026.
  • Hel Ved Capital Management sold 69,276 Lumentum shares in Q1 2026, an estimated $38.1M.
  • Lumentum made up 1.84% of Hel Ved Capital Management's portfolio in Q1 2026, its #10 holding.
  • Hel Ved Capital Management first reported a position in Lumentum in Q4 2024 and has held it in 5 quarters since.
  • Hel Ved Capital Management's Lumentum position peaked at $33.7M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.