Tairen Capital’s Lumentum LITE Stock Holding History

Tairen Capital’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	$91.8M	Buy	106,960 +52,215	+95%	+$46.6M	8.11%	3
2026 Q1	$38.5M	Sell	54,745 -52,505	-49%	-$28.8M	4.16%	6
2025 Q4	$39.5M	Buy	107,250 +84,250	+366%	+$21.6M	4.11%	4
2025 Q3	$3.74M	Buy	+23,000	New	+$2.87M	0.4%	49
2025 Q1	–	Sell	-191,646	Closed	-$16.1M	–	102
2024 Q4	$16.1M	Buy	191,646 +179,746	+1,510%	+$14M	2.37%	11
2024 Q3	$760K	Buy	+11,900	New	+$644K	0.03%	49
2022 Q4	–	Sell	-472,587	Closed	-$32.4M	–	37
2022 Q3	$32.4M	Buy	+472,587	New	+$39.2M	3.69%	8
2019 Q4	–	Sell	-110,216	Closed	-$5.9M	–	33
2019 Q3	$5.9M	Sell	110,216 -181,131	-62%	-$10.2M	0.87%	25
2019 Q2	$15.6M	Buy	+291,347	New	+$15.5M	3.01%	4
2017 Q2	–	Sell	-40,500	Closed	-$2.16M	–	12
2017 Q1	$2.16M	Buy	+40,500	New	+$1.79M	0.51%	12

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

Tairen Capital's LITE Position: Q2 2026 in Review

Tairen Capital increased its Lumentum (LITE) stake by 95% in Q2 2026, buying an estimated $46.6M and bringing the position to 106,960 shares worth $91.8M. The position accounts for 8.11% of the portfolio, ranked #3.

Tairen Capital first reported a position in LITE in Q1 2017 and has held it in 10 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Tairen Capital held 106,960 shares of Lumentum worth $91.8M as of Q2 2026.
Tairen Capital bought 52,215 Lumentum shares in Q2 2026, an estimated $46.6M.
Lumentum made up 8.11% of Tairen Capital's portfolio in Q2 2026, its #3 holding.
Tairen Capital first reported a position in Lumentum in Q1 2017 and has held it in 10 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.