Landscape Capital Management’s Lumentum LITE Stock Holding History

Landscape Capital 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 Q1	$982K	Sell	1,398 -11,992	-90%	-$6.59M	0.06%	391
2025 Q4	$4.94M	Buy	13,390 +10,318	+336%	+$2.65M	0.33%	77
2025 Q3	$500K	Sell	3,072 -9,758	-76%	-$1.22M	0.03%	457
2025 Q2	$1.22M	Sell	12,830 -12,630	-50%	-$896K	0.1%	282
2025 Q1	$1.59M	Buy	25,460 +7,856	+45%	+$605K	0.14%	216
2024 Q4	$1.48M	Buy	+17,604	New	+$1.37M	0.16%	188
2019 Q3	–	Sell	-11,315	Closed	-$604K	–	747
2019 Q2	$604K	Hold	11,315	–	–	0.05%	373
2019 Q1	$640K	Sell	11,315 -596	-5%	-$28.6K	0.06%	353
2018 Q4	$500K	Buy	+11,911	New	+$587K	0.04%	461

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Landscape Capital Management's LITE Position: Q1 2026 in Review

Landscape Capital Management reduced its Lumentum (LITE) stake by 90% in Q1 2026, selling an estimated $6.59M and leaving 1,398 shares worth $982K. The position accounts for 0.06% of the portfolio, ranked #391.

Landscape Capital Management first reported a position in LITE in Q4 2018 and has held it in 9 quarters since. The position peaked at $4.94M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Landscape Capital Management held 1,398 shares of Lumentum worth $982K as of Q1 2026.
Landscape Capital Management sold 11,992 Lumentum shares in Q1 2026, an estimated $6.59M.
Lumentum made up 0.06% of Landscape Capital Management's portfolio in Q1 2026, its #391 holding.
Landscape Capital Management first reported a position in Lumentum in Q4 2018 and has held it in 9 quarters since.
Landscape Capital Management's Lumentum position peaked at $4.94M in Q4 2025.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Landscape Capital Management's 13F filing for Q1 2026, filed 12 May 2026.