VARA
LITE icon

Value Aligned Research Advisors’s Lumentum LITE Stock Holding History

Value Aligned Research Advisors’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 		$630M Sell
734,687
-322,573
-31% -$288M 1.57% 17
2026
Q1 		$743M Sell
1,057,260
-114,941
-10% -$63.1M 3.59% 5
2025
Q4 		$432M Buy
+1,172,201
New +$301M 4.34% 5

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 $3.37T AUM 44.26% 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

Value Aligned Research Advisors's LITE Position: Q2 2026 in Review

Value Aligned Research Advisors reduced its Lumentum (LITE) stake by 31% in Q2 2026, selling an estimated $288M and leaving 734,687 shares worth $630M. The position accounts for 1.57% of the portfolio, ranked #17.

Value Aligned Research Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $743M in Q1 2026. 1,316 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Value Aligned Research Advisors held 734,687 shares of Lumentum worth $630M as of Q2 2026.
  • Value Aligned Research Advisors sold 322,573 Lumentum shares in Q2 2026, an estimated $288M.
  • Lumentum made up 1.57% of Value Aligned Research Advisors's portfolio in Q2 2026, its #17 holding.
  • Value Aligned Research Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Value Aligned Research Advisors's Lumentum position peaked at $743M in Q1 2026.
  • 1,316 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.