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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SIH Partners's LITE Position: Q1 2026 in Review

SIH Partners increased its Lumentum (LITE) stake by 68% in Q1 2026, buying an estimated $995K and bringing the position to 4,468 shares worth $3.14M. The position accounts for 0.04% of the portfolio, ranked #121.

SIH Partners first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

SIH Partners held 4,468 shares of Lumentum worth $3.14M as of Q1 2026.
SIH Partners bought 1,812 Lumentum shares in Q1 2026, an estimated $995K.
Lumentum made up 0.04% of SIH Partners's portfolio in Q1 2026, its #121 holding.
SIH Partners first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on SIH Partners's 13F filing for Q1 2026, filed 15 May 2026.