Oak Grove Capital
LITE icon

Oak Grove Capital’s Lumentum LITE Stock Holding History

Oak Grove Capital’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
Q3 		$28M Buy
28,820
+16,500
+134% +$14M 1.27% 17
2026
Q2 		$10.6M Buy
12,320
+5,920
+93% +$5.28M 0.5% 34
2026
Q1 		$4.5M Buy
+6,400
New +$3.52M 0.38% 33
2018
Q2 		– Sell
-1,500
Closed -$96K – 170
2018
Q1 		$96K Buy
+1,500
New +$86.1K 0.11% 54

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Braun Stacey Associates
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Congress Asset Management
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Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Eastern Bank
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Oak Grove Capital's LITE Position: Q3 2026 in Review

Oak Grove Capital increased its Lumentum (LITE) stake by 134% in Q3 2026, buying an estimated $14M and bringing the position to 28,820 shares worth $28M. The position accounts for 1.27% of the portfolio, ranked #17.

Oak Grove Capital first reported a position in LITE in Q1 2018 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Oak Grove Capital held 28,820 shares of Lumentum worth $28M as of Q3 2026.
  • Oak Grove Capital bought 16,500 Lumentum shares in Q3 2026, an estimated $14M.
  • Lumentum made up 1.27% of Oak Grove Capital's portfolio in Q3 2026, its #17 holding.
  • Oak Grove Capital first reported a position in Lumentum in Q1 2018 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.