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Shaker Investments’s Lumentum LITE Stock Holding History

Shaker Investments’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 		$1.8M Buy
+2,093
New +$1.87M 0.65% 49

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Shaker Investments's LITE Position: Q2 2026 in Review

Shaker Investments opened a new position in Lumentum (LITE) in Q2 2026: 2,093 shares worth $1.8M. The stake represents 0.65% of the portfolio and ranks #49 among its holdings.

302 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Shaker Investments held 2,093 shares of Lumentum worth $1.8M as of Q2 2026.
  • Lumentum was a new Shaker Investments position in Q2 2026.
  • Lumentum made up 0.65% of Shaker Investments's portfolio in Q2 2026, its #49 holding.
  • 302 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.