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	$72.4M	Buy	84,400 +1,000	+1%	+$892K	0.03%	677
2026 Q1	$58.6M	Buy	83,400 +56,500	+210%	+$31M	0.02%	730
2025 Q4	$9.92M	Sell	26,900 -21,700	-45%	-$5.57M	﹤0.01%	2277
2025 Q3	$7.91M	Buy	48,600 +9,000	+23%	+$1.12M	﹤0.01%	2630
2025 Q2	$3.76M	Buy	39,600 +18,200	+85%	+$1.29M	﹤0.01%	3273
2025 Q1	$1.33M	Buy	21,400 +8,400	+65%	+$646K	﹤0.01%	4137
2024 Q4	$1.09M	Buy	13,000 +4,000	+44%	+$312K	﹤0.01%	4130
2024 Q3	$570K	Buy	+9,000	New	+$487K	﹤0.01%	4718
2024 Q1	–	Sell	-5,300	Closed	-$278K	–	6445
2023 Q4	$278K	Buy	+5,300	New	+$231K	﹤0.01%	5002
2020 Q2	–	Sell	-7,400	Closed	-$545K	–	4411
2020 Q1	$545K	Buy	+7,400	New	+$582K	﹤0.01%	2825

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.