Sands Capital Management’s Lumentum LITE Stock Holding History

Sands 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	$2.54M	Buy	2,961 +2,649	+849%	+$2.36M	0.01%	67
2026 Q1	$219K	Buy	+312	New	+$171K	﹤0.01%	67

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

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

Sands Capital Management increased its Lumentum (LITE) stake by 849% in Q2 2026, buying an estimated $2.36M and bringing the position to 2,961 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #67.

Sands Capital Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Sands Capital Management held 2,961 shares of Lumentum worth $2.54M as of Q2 2026.
Sands Capital Management bought 2,649 Lumentum shares in Q2 2026, an estimated $2.36M.
Lumentum made up 0.01% of Sands Capital Management's portfolio in Q2 2026, its #67 holding.
Sands Capital Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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