Westwind Capital’s Lumentum LITE Stock Holding History

Westwind 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	$1.45M	Buy	+1,694	New	+$1.51M	0.34%	59

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Westwind Capital's LITE Position: Q2 2026 in Review

Westwind Capital opened a new position in Lumentum (LITE) in Q2 2026: 1,694 shares worth $1.45M. The stake represents 0.34% of the portfolio and ranks #59 among its holdings.

477 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Westwind Capital held 1,694 shares of Lumentum worth $1.45M as of Q2 2026.
Lumentum was a new Westwind Capital position in Q2 2026.
Lumentum made up 0.34% of Westwind Capital's portfolio in Q2 2026, its #59 holding.
477 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.