M37 Management’s Lumentum LITE Stock Holding History

M37 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	$25.7M	Buy	30,000 +10,000	+50%	+$8.92M	4.48%	5
2026 Q1	$14.1M	Sell	20,000 -10,000	-33%	-$5.49M	5.6%	5
2025 Q4	$11.1M	Buy	+30,000	New	+$7.7M	7.6%	5

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

M37 Management's LITE Position: Q2 2026 in Review

M37 Management increased its Lumentum (LITE) stake by 50% in Q2 2026, buying an estimated $8.92M and bringing the position to 30,000 shares worth $25.7M. The position accounts for 4.48% of the portfolio, ranked #5.

M37 Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,316 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

M37 Management held 30,000 shares of Lumentum worth $25.7M as of Q2 2026.
M37 Management bought 10,000 Lumentum shares in Q2 2026, an estimated $8.92M.
Lumentum made up 4.48% of M37 Management's portfolio in Q2 2026, its #5 holding.
M37 Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,316 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on M37 Management's 13F filing for Q2 2026, filed 14 Aug 2026.