SeaTown Holdings’s Lumentum LITE Stock Holding History

SeaTown Holdings’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	$7.55M	Sell	8,800 -1,800	-17%	-$1.61M	4.54%	12
2026 Q1	$7.45M	Buy	+10,600	New	+$5.82M	4.88%	14

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

SeaTown Holdings's LITE Position: Q2 2026 in Review

SeaTown Holdings reduced its Lumentum (LITE) stake by 17% in Q2 2026, selling an estimated $1.61M and leaving 8,800 shares worth $7.55M. The position accounts for 4.54% of the portfolio, ranked #12.

SeaTown Holdings first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

SeaTown Holdings held 8,800 shares of Lumentum worth $7.55M as of Q2 2026.
SeaTown Holdings sold 1,800 Lumentum shares in Q2 2026, an estimated $1.61M.
Lumentum made up 4.54% of SeaTown Holdings's portfolio in Q2 2026, its #12 holding.
SeaTown Holdings first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
477 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SeaTown Holdings's 13F filing for Q2 2026, filed 24 Jul 2026.