KAM
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Knightsbridge Asset Management’s Lumentum LITE Stock Holding History

Knightsbridge Asset Management’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 		$387K Sell
451
-2
-0.4% -$1.78K 0.05% 160
2026
Q1 		$318K Buy
+453
New +$249K 0.04% 178

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Vanguard Portfolio Management
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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

Knightsbridge Asset Management's LITE Position: Q2 2026 in Review

Knightsbridge Asset Management reduced its Lumentum (LITE) stake by 0.44% in Q2 2026, selling an estimated $1.78K and leaving 451 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #160.

Knightsbridge Asset Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Knightsbridge Asset Management held 451 shares of Lumentum worth $387K as of Q2 2026.
  • Knightsbridge Asset Management sold 2 Lumentum shares in Q2 2026, an estimated $1.78K.
  • Lumentum made up 0.05% of Knightsbridge Asset Management's portfolio in Q2 2026, its #160 holding.
  • Knightsbridge Asset Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.