Nomura Holdings’s Lumentum LITE Stock Holding History

Nomura Holdings’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	$519M	Buy	604,600 +294,700	+95%	+$263M	0.61%	23
2026 Q1	$218M	Buy	309,900 +268,800	+654%	+$148M	0.58%	32
2025 Q4	$15.1M	Buy	41,100 +11,100	+37%	+$2.85M	0.02%	391
2025 Q3	$4.88M	Buy	+30,000	New	+$3.74M	0.01%	788
2025 Q2	–	Sell	-6,400	Closed	-$399K	–	1736
2025 Q1	$399K	Sell	6,400 -23,600	-79%	-$1.82M	﹤0.01%	1540
2024 Q4	$2.52M	Buy	+30,000	New	+$2.34M	﹤0.01%	1027
2024 Q3	–	Sell	-750,000	Closed	-$38.2M	–	1783
2024 Q2	$38.2M	Buy	+750,000	New	+$34M	0.07%	160
2021 Q2	–	Sell	-150,500	Closed	-$13.7M	–	2197
2021 Q1	$13.7M	Buy	+150,500	New	+$13.9M	0.03%	269
2017 Q1	–	Sell	-23,400	Closed	-$909K	–	1466
2016 Q4	$909K	Buy	+23,400	New	+$931K	﹤0.01%	1092

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

Nomura Holdings's LITE Position: Q2 2026 in Review

Nomura Holdings reduced its Lumentum (LITE) stake by 47% in Q2 2026, selling an estimated $16.6M and leaving 20,852 shares worth $17.9M. The position accounts for 0.02% of the portfolio, ranked #388.

Nomura Holdings first reported a position in LITE in Q3 2017 and has held it in 19 quarters since. The position peaked at $31M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Nomura Holdings held 20,852 shares of Lumentum worth $17.9M as of Q2 2026.
Nomura Holdings sold 18,657 Lumentum shares in Q2 2026, an estimated $16.6M.
Lumentum made up 0.02% of Nomura Holdings's portfolio in Q2 2026, its #388 holding.
Nomura Holdings first reported a position in Lumentum in Q3 2017 and has held it in 19 quarters since.
Nomura Holdings's Lumentum position peaked at $31M in Q4 2025.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Nomura Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.