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Sora Investors’s Lumentum LITE Stock Holding History

Sora Investors’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 		$16.1M Buy
+22,853
New +$12.6M 1.48% 27
2025
Q3 		– Sell
-53,707
Closed -$5.11M – 101
2025
Q2 		$5.11M Sell
53,707
-250,462
-82% -$17.8M 0.46% 62
2025
Q1 		$19M Buy
304,169
+192,741
+173% +$14.8M 2.3% 14
2024
Q4 		$9.35M Sell
111,428
-88,572
-44% -$6.9M 1.04% 42
2024
Q3 		$12.7M Sell
200,000
-150,000
-43% -$8.12M 2.21% 18
2024
Q2 		$17.8M Buy
350,000
+200,000
+133% +$9.06M 3.28% 8
2024
Q1 		$7.1M Buy
+150,000
New +$7.63M 1.17% 35

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sora Investors's LITE Position: Q1 2026 in Review

Sora Investors opened a new position in Lumentum (LITE) in Q1 2026: 22,853 shares worth $16.1M. The stake represents 1.48% of the portfolio and ranks #27 among its holdings. This is a return to the name: Sora Investors previously reported a position in LITE as recently as Q2 2025.

Sora Investors first reported a position in LITE in Q1 2024 and has held it in 7 quarters since. The position peaked at $19M in Q1 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Sora Investors held 22,853 shares of Lumentum worth $16.1M as of Q1 2026.
  • Lumentum was a new Sora Investors position in Q1 2026.
  • Lumentum made up 1.48% of Sora Investors's portfolio in Q1 2026, its #27 holding.
  • Sora Investors first reported a position in Lumentum in Q1 2024 and has held it in 7 quarters since.
  • Sora Investors's Lumentum position peaked at $19M in Q1 2025.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Sora Investors's 13F filing for Q1 2026, filed 15 May 2026.