Mawer Investment Management
LITE icon

Mawer Investment Management’s Lumentum LITE Stock Holding History

Mawer Investment 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 		$49.5M Buy
57,680
+48,797
+549% +$43.5M 0.34% 61
2026
Q1 		$6.24M Buy
+8,883
New +$4.88M 0.04% 109

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mawer Investment Management's LITE Position: Q2 2026 in Review

Mawer Investment Management increased its Lumentum (LITE) stake by 549% in Q2 2026, buying an estimated $43.5M and bringing the position to 57,680 shares worth $49.5M. The position accounts for 0.34% of the portfolio, ranked #61.

Mawer Investment Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Mawer Investment Management held 57,680 shares of Lumentum worth $49.5M as of Q2 2026.
  • Mawer Investment Management bought 48,797 Lumentum shares in Q2 2026, an estimated $43.5M.
  • Lumentum made up 0.34% of Mawer Investment Management's portfolio in Q2 2026, its #61 holding.
  • Mawer Investment Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.