Polymer Capital Management (HK)’s Lumentum LITE Stock Holding History

Polymer Capital Management (HK)’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	$7.3M	Sell	8,509 -2,066	-20%	-$1.84M	0.37%	40
2026 Q1	$7.43M	Sell	10,575 -656	-6%	-$360K	0.64%	27
2025 Q4	$4.14M	Sell	11,231 -30,391	-73%	-$7.8M	0.59%	38
2025 Q3	$6.77M	Buy	41,622 +7,747	+23%	+$966K	0.93%	30
2025 Q2	$3.22M	Buy	33,875 +8,290	+32%	+$588K	0.49%	55
2025 Q1	$1.59M	Sell	25,585 -12,827	-33%	-$987K	0.27%	67
2024 Q4	$3.22M	Buy	38,412 +4,512	+13%	+$352K	0.56%	51
2024 Q3	$2.15M	Buy	+33,900	New	+$1.83M	0.5%	58

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

Polymer Capital Management (HK)'s LITE Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its Lumentum (LITE) stake by 20% in Q2 2026, selling an estimated $1.84M and leaving 8,509 shares worth $7.3M. The position accounts for 0.37% of the portfolio, ranked #40.

Polymer Capital Management (HK) first reported a position in LITE in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.43M in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Polymer Capital Management (HK) held 8,509 shares of Lumentum worth $7.3M as of Q2 2026.
Polymer Capital Management (HK) sold 2,066 Lumentum shares in Q2 2026, an estimated $1.84M.
Lumentum made up 0.37% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #40 holding.
Polymer Capital Management (HK) first reported a position in Lumentum in Q3 2024 and has held it in 8 quarters since.
Polymer Capital Management (HK)'s Lumentum position peaked at $7.43M in Q1 2026.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.