TIM
LITE icon

Thornburg Investment Management’s Lumentum LITE Stock Holding History

Thornburg Investment 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 		$2.2M Buy
2,563
+1,766
+222% +$1.58M 0.02% 117
2026
Q1 		$560K Buy
+797
New +$438K 0.01% 157

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 $3.38T AUM 44.17% 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

Thornburg Investment Management's LITE Position: Q2 2026 in Review

Thornburg Investment Management increased its Lumentum (LITE) stake by 222% in Q2 2026, buying an estimated $1.58M and bringing the position to 2,563 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #117.

Thornburg Investment Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Thornburg Investment Management held 2,563 shares of Lumentum worth $2.2M as of Q2 2026.
  • Thornburg Investment Management bought 1,766 Lumentum shares in Q2 2026, an estimated $1.58M.
  • Lumentum made up 0.02% of Thornburg Investment Management's portfolio in Q2 2026, its #117 holding.
  • Thornburg Investment Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.