Markin Volterra Fund’s Lumentum LITE Stock Holding History

Markin Volterra Fund’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	$878K	Buy	1,023 +93	+10%	+$83K	0.6%	13
2026 Q1	$654K	Sell	930 -365	-28%	-$201K	1.01%	8
2025 Q4	$477K	Buy	+1,295	New	+$333K	0.87%	12

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

Markin Volterra Fund's LITE Position: Q2 2026 in Review

Markin Volterra Fund increased its Lumentum (LITE) stake by 10% in Q2 2026, buying an estimated $83K and bringing the position to 1,023 shares worth $878K. The position accounts for 0.6% of the portfolio, ranked #13.

Markin Volterra Fund first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Markin Volterra Fund held 1,023 shares of Lumentum worth $878K as of Q2 2026.
Markin Volterra Fund bought 93 Lumentum shares in Q2 2026, an estimated $83K.
Lumentum made up 0.6% of Markin Volterra Fund's portfolio in Q2 2026, its #13 holding.
Markin Volterra Fund first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Markin Volterra Fund's 13F filing for Q2 2026, filed 23 Jul 2026.