Ray Dalio
LITE icon

Ray Dalio’s Lumentum LITE Stock Holding History

Ray Dalio’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
Q1 		$4.09M Sell
5,818
-14,952
-72% -$8.21M 0.02% 472
2025
Q4 		$7.66M Buy
20,770
+12,219
+143% +$3.14M 0.03% 418
2025
Q3 		$1.39M Buy
+8,551
New +$1.07M 0.01% 801
2023
Q4 		– Sell
-24,708
Closed -$1.12M – 779
2023
Q3 		$1.12M Sell
24,708
-17,230
-41% -$875K 0.01% 590
2023
Q2 		$2.38M Sell
41,938
-104,229
-71% -$5.21M 0.01% 437
2023
Q1 		$7.89M Sell
146,167
-72
-0% -$4.02K 0.05% 237
2022
Q4 		$7.63M Buy
146,239
+89,865
+159% +$5.52M 0.04% 284
2022
Q3 		$3.87M Buy
+56,374
New +$4.67M 0.02% 434

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ray Dalio's LITE Position: Q1 2026 in Review

Ray Dalio reduced its Lumentum (LITE) stake by 72% in Q1 2026, selling an estimated $8.21M and leaving 5,818 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #472.

Ray Dalio first reported a position in LITE in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.89M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Ray Dalio held 5,818 shares of Lumentum worth $4.09M as of Q1 2026.
  • Ray Dalio sold 14,952 Lumentum shares in Q1 2026, an estimated $8.21M.
  • Lumentum made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #472 holding.
  • Ray Dalio first reported a position in Lumentum in Q3 2022 and has held it in 8 quarters since.
  • Ray Dalio's Lumentum position peaked at $7.89M in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.