SIH Partners’s Lumentum LITE Stock Holding History

SIH Partners’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	$5.77M	Buy	6,720 +2,252	+50%	+$2.01M	0.04%	107
2026 Q1	$3.14M	Buy	4,468 +1,812	+68%	+$995K	0.04%	121
2025 Q4	$979K	Buy	+2,656	New	+$682K	0.02%	132

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

SIH Partners's LITE Position: Q2 2026 in Review

SIH Partners increased its Lumentum (LITE) stake by 50% in Q2 2026, buying an estimated $2.01M and bringing the position to 6,720 shares worth $5.77M. The position accounts for 0.04% of the portfolio, ranked #107.

SIH Partners first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

SIH Partners held 6,720 shares of Lumentum worth $5.77M as of Q2 2026.
SIH Partners bought 2,252 Lumentum shares in Q2 2026, an estimated $2.01M.
Lumentum made up 0.04% of SIH Partners's portfolio in Q2 2026, its #107 holding.
SIH Partners first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.