SEB Asset Management’s Lumentum LITE Stock Holding History

SEB Asset 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	$36.6M	Buy	42,659 +28,371	+199%	+$25.3M	0.14%	137
2026 Q1	$10M	Buy	+14,288	New	+$7.85M	0.04%	315

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEB Asset Management's LITE Position: Q2 2026 in Review

SEB Asset Management increased its Lumentum (LITE) stake by 199% in Q2 2026, buying an estimated $25.3M and bringing the position to 42,659 shares worth $36.6M. The position accounts for 0.14% of the portfolio, ranked #137.

SEB Asset Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,231 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

SEB Asset Management held 42,659 shares of Lumentum worth $36.6M as of Q2 2026.
SEB Asset Management bought 28,371 Lumentum shares in Q2 2026, an estimated $25.3M.
Lumentum made up 0.14% of SEB Asset Management's portfolio in Q2 2026, its #137 holding.
SEB Asset Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,231 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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