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 Q2	$706K	Sell	823 -575	-41%	-$513K	0.05%	444
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 $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

Landscape Capital Management's LITE Position: Q2 2026 in Review

Landscape Capital Management reduced its Lumentum (LITE) stake by 41% in Q2 2026, selling an estimated $513K and leaving 823 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #444.

Landscape Capital Management first reported a position in LITE in Q4 2018 and has held it in 10 quarters since. The position peaked at $4.94M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Landscape Capital Management held 823 shares of Lumentum worth $706K as of Q2 2026.
Landscape Capital Management sold 575 Lumentum shares in Q2 2026, an estimated $513K.
Lumentum made up 0.05% of Landscape Capital Management's portfolio in Q2 2026, its #444 holding.
Landscape Capital Management first reported a position in Lumentum in Q4 2018 and has held it in 10 quarters since.
Landscape Capital Management's Lumentum position peaked at $4.94M in Q4 2025.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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