Tidal Investments’s Lumentum LITE Stock Holding History

Tidal Investments’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	$42.2M	Buy	+60,000	New	+$33M	0.09%	207

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tidal Investments's LITE Position: Q1 2026 in Review

Tidal Investments increased its Lumentum (LITE) stake by 71% in Q1 2026, buying an estimated $27.5M and bringing the position to 120,248 shares worth $84.4M. The position accounts for 0.18% of the portfolio, ranked #121.

Tidal Investments first reported a position in LITE in Q2 2020 and has held it in 12 quarters since. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Tidal Investments held 120,248 shares of Lumentum worth $84.4M as of Q1 2026.
Tidal Investments bought 50,128 Lumentum shares in Q1 2026, an estimated $27.5M.
Lumentum made up 0.18% of Tidal Investments's portfolio in Q1 2026, its #121 holding.
Tidal Investments first reported a position in Lumentum in Q2 2020 and has held it in 12 quarters since.
1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.