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Silvant Capital Management’s Lumentum LITE Stock Holding History

Silvant Capital 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 		$15M Buy
17,534
+12,833
+273% +$11.4M 0.44% 34
2026
Q1 		$3.3M Buy
+4,701
New +$2.58M 0.11% 104

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Silvant Capital Management's LITE Position: Q2 2026 in Review

Silvant Capital Management increased its Lumentum (LITE) stake by 273% in Q2 2026, buying an estimated $11.4M and bringing the position to 17,534 shares worth $15M. The position accounts for 0.44% of the portfolio, ranked #34.

Silvant Capital Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Silvant Capital Management held 17,534 shares of Lumentum worth $15M as of Q2 2026.
  • Silvant Capital Management bought 12,833 Lumentum shares in Q2 2026, an estimated $11.4M.
  • Lumentum made up 0.44% of Silvant Capital Management's portfolio in Q2 2026, its #34 holding.
  • Silvant Capital Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.