Israel Englander’s Lumentum LITE Stock Holding History

Israel Englander’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 Q2	$38.8M	Buy	45,200 +27,800	+160%	+$24.8M	0.01%	1060
2026 Q1	$12.2M	Buy	17,400 +8,500	+96%	+$4.67M	0.01%	1978
2025 Q4	$3.28M	Sell	8,900 -12,000	-57%	-$3.08M	﹤0.01%	3460
2025 Q3	$3.4M	Sell	20,900 -2,800	-12%	-$349K	﹤0.01%	3530
2025 Q2	$2.25M	Buy	23,700 +4,500	+23%	+$319K	﹤0.01%	3778
2025 Q1	$1.2M	Buy	+19,200	New	+$1.48M	﹤0.01%	4219
2024 Q4	–	Sell	-7,900	Closed	-$501K	–	6230
2024 Q3	$501K	Buy	+7,900	New	+$428K	﹤0.01%	4832
2020 Q2	–	Sell	-32,200	Closed	-$2.37M	–	4410
2020 Q1	$2.37M	Buy	+32,200	New	+$2.53M	0.01%	1893

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

Israel Englander's LITE Position: Q2 2026 in Review

Israel Englander reduced its Lumentum (LITE) stake by 47% in Q2 2026, selling an estimated $51.6M and leaving 64,178 shares worth $55.1M. The position accounts for 0.02% of the portfolio, ranked #836.

Israel Englander first reported a position in LITE in Q3 2015 and has held it in 42 quarters since. The position peaked at $153M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Israel Englander held 64,178 shares of Lumentum worth $55.1M as of Q2 2026.
Israel Englander sold 57,836 Lumentum shares in Q2 2026, an estimated $51.6M.
Lumentum made up 0.02% of Israel Englander's portfolio in Q2 2026, its #836 holding.
Israel Englander first reported a position in Lumentum in Q3 2015 and has held it in 42 quarters since.
Israel Englander's Lumentum position peaked at $153M in Q4 2025.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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