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Maytus Capital Management’s Lumentum LITE Stock Holding History

Maytus 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
-7,187
Closed -$5.05M – 84
2026
Q1 		$5.05M Sell
7,187
-6,813
-49% -$3.74M 0.9% 41
2025
Q4 		$5.16M Sell
14,000
-46,000
-77% -$11.8M 1.22% 35
2025
Q3 		$9.76M Sell
60,000
-54,930
-48% -$6.85M 2.09% 15
2025
Q2 		$10.9M Buy
114,930
+31,418
+38% +$2.23M 2.01% 17
2025
Q1 		$5.21M Buy
83,512
+53,512
+178% +$4.12M 1.6% 22
2024
Q4 		$2.52M Buy
+30,000
New +$2.34M 0.88% 41
2020
Q1 		– Sell
-30,000
Closed -$2.38M – 49
2019
Q4 		$2.38M Buy
30,000
+10,000
+50% +$655K 1.18% 38
2019
Q3 		$1.07M Buy
+20,000
New +$1.13M 0.52% 48
2019
Q2 		– Sell
-41,000
Closed -$2.32M – 63
2019
Q1 		$2.32M Buy
+41,000
New +$1.97M 1.21% 36

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 $3.37T AUM 44.26% 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

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

Maytus Capital Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 7,187 shares — an estimated $5.05M sold.

Maytus Capital Management first reported a position in LITE in Q1 2019 and held it in 9 quarters. The position peaked at $10.9M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Maytus Capital Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
  • Maytus Capital Management sold 7,187 Lumentum shares in Q2 2026, an estimated $5.05M.
  • Maytus Capital Management first reported a position in Lumentum in Q1 2019 and held it in 9 quarters.
  • Maytus Capital Management's Lumentum position peaked at $10.9M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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