Polen Capital Management
LITE icon

Polen Capital Management’s Lumentum LITE Stock Holding History

Polen 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 		$209K Buy
+243
New +$217K ﹤0.01% 218

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State Street
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Invesco
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Geode Capital Management
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JT
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Polen Capital Management opened a new position in Lumentum (LITE) in Q2 2026: 243 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Polen Capital Management held 243 shares of Lumentum worth $209K as of Q2 2026.
  • Lumentum was a new Polen Capital Management position in Q2 2026.
  • Lumentum made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #218 holding.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.