Nishkama Capital LLC’s Lumentum LITE Stock Holding History

Nishkama Capital LLC’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	$11.4M	Buy	+13,300	New	+$11.9M	0.35%	50

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

Nishkama Capital LLC's LITE Position: Q4 2025 in Review

Nishkama Capital LLC sold out of Lumentum (LITE) in Q4 2025, closing a stake of 23,778 shares — an estimated $3.87M sold.

Nishkama Capital LLC first reported a position in LITE in Q3 2023 and held it in 6 quarters. The position peaked at $9.96M in Q2 2025. 757 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

Nishkama Capital LLC reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
Nishkama Capital LLC sold 23,778 Lumentum shares in Q4 2025, an estimated $3.87M.
Nishkama Capital LLC first reported a position in Lumentum in Q3 2023 and held it in 6 quarters.
Nishkama Capital LLC's Lumentum position peaked at $9.96M in Q2 2025.
757 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Nishkama Capital LLC's 13F filing for Q4 2025, filed 17 Feb 2026.