Taikang Asset Management (HK)’s Lumentum LITE Stock Holding History

Taikang Asset Management (HK)’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	$48.4M	Buy	56,423 +856	+2%	+$764K	4.41%	4
2026 Q1	$39.1M	Sell	55,567 -663	-1%	-$364K	3.89%	4
2025 Q4	$20.7M	Buy	+56,230	New	+$14.4M	2.05%	12
2018 Q2	–	Sell	-10,451	Closed	-$667K	–	72
2018 Q1	$667K	Hold	10,451	–	–	0.07%	69
2017 Q4	$511K	Buy	+10,451	New	+$583K	0.06%	32

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

Taikang Asset Management (HK)'s LITE Position: Q2 2026 in Review

Taikang Asset Management (HK) increased its Lumentum (LITE) stake by 1.5% in Q2 2026, buying an estimated $764K and bringing the position to 56,423 shares worth $48.4M. The position accounts for 4.41% of the portfolio, ranked #4.

Taikang Asset Management (HK) first reported a position in LITE in Q4 2017 and has held it in 5 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Taikang Asset Management (HK) held 56,423 shares of Lumentum worth $48.4M as of Q2 2026.
Taikang Asset Management (HK) bought 856 Lumentum shares in Q2 2026, an estimated $764K.
Lumentum made up 4.41% of Taikang Asset Management (HK)'s portfolio in Q2 2026, its #4 holding.
Taikang Asset Management (HK) first reported a position in Lumentum in Q4 2017 and has held it in 5 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q2 2026, filed 12 Aug 2026.