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Owen LaRue’s Lumentum LITE Stock Holding History

Owen LaRue’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 		$883K Buy
1,029
+29
+3% +$25.9K 0.31% 73
2026
Q1 		$703K Buy
+1,000
New +$549K 0.27% 75

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Owen LaRue's LITE Position: Q2 2026 in Review

Owen LaRue increased its Lumentum (LITE) stake by 2.9% in Q2 2026, buying an estimated $25.9K and bringing the position to 1,029 shares worth $883K. The position accounts for 0.31% of the portfolio, ranked #73.

Owen LaRue first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Owen LaRue held 1,029 shares of Lumentum worth $883K as of Q2 2026.
  • Owen LaRue bought 29 Lumentum shares in Q2 2026, an estimated $25.9K.
  • Lumentum made up 0.31% of Owen LaRue's portfolio in Q2 2026, its #73 holding.
  • Owen LaRue first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.