JO
LITE icon

John Overdeck’s Lumentum LITE Stock Holding History

John Overdeck’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 		$206M Sell
240,226
-156,551
-39% -$140M 0.15% 151
2026
Q1 		$279M Buy
396,777
+190,866
+93% +$105M 0.23% 97
2025
Q4 		$75.9M Sell
205,911
-427,885
-68% -$110M 0.11% 242
2025
Q3 		$103M Buy
633,796
+596,081
+1,580% +$74.3M 0.15% 184
2025
Q2 		$3.59M Sell
37,715
-148,013
-80% -$10.5M 0.01% 1446
2025
Q1 		$11.6M Sell
185,728
-444,093
-71% -$34.2M 0.02% 708
2024
Q4 		$52.9M Sell
629,821
-159,473
-20% -$12.4M 0.12% 216
2024
Q3 		$50M Buy
789,294
+351,436
+80% +$19M 0.11% 224
2024
Q2 		$22.3M Buy
437,858
+277,955
+174% +$12.6M 0.05% 424
2024
Q1 		$7.57M Buy
159,903
+9,471
+6% +$481K 0.02% 766
2023
Q4 		$7.89M Sell
150,432
-124,904
-45% -$5.44M 0.02% 779
2023
Q3 		$12.4M Buy
275,336
+125,634
+84% +$6.38M 0.03% 529
2023
Q2 		$8.49M Sell
149,702
-419,807
-74% -$21M 0.02% 706
2023
Q1 		$30.8M Buy
569,509
+174,200
+44% +$9.72M 0.09% 273
2022
Q4 		$20.6M Buy
+395,309
New +$24.3M 0.06% 347
2022
Q3 		– Sell
-84,515
Closed -$7M – 2658
2022
Q2 		$6.71M Buy
+84,515
New +$7.22M 0.02% 649
2022
Q1 		– Sell
-171,354
Closed -$16.8M – 3575
2021
Q4 		$18.1M Buy
+171,354
New +$15.6M 0.04% 519
2017
Q2 		– Sell
-115,378
Closed -$6.16M – 3144
2017
Q1 		$6.16M Buy
115,378
+32,137
+39% +$1.42M 0.02% 830
2016
Q4 		$3.22M Sell
83,241
-217,705
-72% -$8.66M 0.01% 1136
2016
Q3 		$12.6M Sell
300,946
-142,497
-32% -$4.69M 0.05% 455
2016
Q2 		$10.7M Sell
443,443
-120,396
-21% -$2.98M 0.05% 459
2016
Q1 		$15.2M Buy
+563,839
New +$13M 0.07% 327

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

John Overdeck's LITE Position: Q2 2026 in Review

John Overdeck reduced its Lumentum (LITE) stake by 39% in Q2 2026, selling an estimated $140M and leaving 240,226 shares worth $206M. The position accounts for 0.15% of the portfolio, ranked #151.

John Overdeck first reported a position in LITE in Q1 2016 and has held it in 22 quarters since. The position peaked at $279M in Q1 2026. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • John Overdeck held 240,226 shares of Lumentum worth $206M as of Q2 2026.
  • John Overdeck sold 156,551 Lumentum shares in Q2 2026, an estimated $140M.
  • Lumentum made up 0.15% of John Overdeck's portfolio in Q2 2026, its #151 holding.
  • John Overdeck first reported a position in Lumentum in Q1 2016 and has held it in 22 quarters since.
  • John Overdeck's Lumentum position peaked at $279M in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.