Light Street Capital Management’s Lumentum LITE Stock Holding History

Light Street 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	–	Sell	-2,892	Closed	-$2.03M	–	32
2026 Q1	$2.03M	Buy	+2,892	New	+$1.59M	0.38%	23

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

Light Street Capital Management's LITE Position: Q2 2026 in Review

Light Street Capital Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 2,892 shares — an estimated $2.03M sold.

Light Street Capital Management first reported a position in LITE in Q1 2026 and held it in 1 quarter. The position peaked at $2.03M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Light Street Capital Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Light Street Capital Management sold 2,892 Lumentum shares in Q2 2026, an estimated $2.03M.
Light Street Capital Management first reported a position in Lumentum in Q1 2026 and held it in 1 quarter.
Light Street Capital Management's Lumentum position peaked at $2.03M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.