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	$18M	Buy	21,000 +14,000	+200%	+$12.5M	0.01%	1125
2026 Q1	$4.92M	Sell	7,000 -3,000	-30%	-$1.65M	﹤0.01%	1989
2025 Q4	$3.69M	Buy	+10,000	New	+$2.57M	0.01%	1966
2022 Q1	–	Sell	-2,400	Closed	-$254K	–	3574
2021 Q4	$254K	Sell	2,400 -10,300	-81%	-$938K	﹤0.01%	3761
2021 Q3	$1.06M	Buy	12,700 +4,700	+59%	+$394K	﹤0.01%	2567
2021 Q2	$656K	Buy	8,000 +5,600	+233%	+$471K	﹤0.01%	2863
2021 Q1	$219K	Buy	+2,400	New	+$222K	﹤0.01%	3576
2020 Q3	–	Sell	-16,000	Closed	-$1.3M	–	3345
2020 Q2	$1.3M	Sell	16,000 -3,600	-18%	-$274K	0.01%	1352
2020 Q1	$1.45M	Buy	19,600 +9,600	+96%	+$756K	0.01%	1163
2019 Q4	$793K	Buy	+10,000	New	+$655K	﹤0.01%	2407
2019 Q3	–	Sell	-9,000	Closed	-$481K	–	3651
2019 Q2	$481K	Buy	+9,000	New	+$480K	﹤0.01%	2523
2017 Q4	–	Sell	-7,000	Closed	-$380K	–	3293
2017 Q3	$380K	Buy	+7,000	New	+$407K	﹤0.01%	2292
2017 Q1	–	Sell	-16,000	Closed	-$618K	–	3124
2016 Q4	$618K	Buy	+16,000	New	+$637K	﹤0.01%	2364

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

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.