Kemnay Advisory Services’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$121K Buy
141
+28
+25% +$25K 0.02% 142
2026
Q1
$79.4K Buy
+113
New +$62.1K 0.01% 161

Other funds holding LITE

Kemnay Advisory Services's LITE Position: Q2 2026 in Review

Kemnay Advisory Services increased its Lumentum (LITE) stake by 25% in Q2 2026, buying an estimated $25K and bringing the position to 141 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #142.

Kemnay Advisory Services first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Kemnay Advisory Services held 141 shares of Lumentum worth $121K as of Q2 2026.
  • Kemnay Advisory Services bought 28 Lumentum shares in Q2 2026, an estimated $25K.
  • Lumentum made up 0.02% of Kemnay Advisory Services's portfolio in Q2 2026, its #142 holding.
  • Kemnay Advisory Services first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.