Yousif Capital Management
LITE icon

Yousif Capital Management’s Lumentum LITE Stock Holding History

Yousif Capital 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
Q3 		$7.46M Buy
7,678
+694
+10% +$587K 0.08% 212
2026
Q2 		$5.99M Buy
6,984
+180
+3% +$161K 0.07% 274
2026
Q1 		$4.78M Sell
6,804
-15,281
-69% -$8.39M 0.06% 314
2025
Q4 		$7.88M Sell
22,085
-36
-0.2% -$9.24K 0.09% 207
2025
Q3 		$3.6M Sell
22,121
-1,297
-6% -$162K 0.04% 447
2025
Q2 		$2.23M Sell
23,418
-321
-1% -$22.8K 0.02% 682
2025
Q1 		$1.48M Sell
23,739
-467
-2% -$35.9K 0.02% 888
2024
Q4 		$2.03M Sell
24,206
-786
-3% -$61.3K 0.02% 741
2024
Q3 		$1.58M Sell
24,992
-3,462
-12% -$187K 0.02% 899
2024
Q2 		$1.45M Sell
28,454
-2,169
-7% -$98.3K 0.02% 923
2024
Q1 		$1.45M Sell
30,623
-564
-2% -$28.7K 0.02% 977
2023
Q4 		$1.63M Sell
31,187
-593
-2% -$25.8K 0.02% 933
2023
Q3 		$1.44M Sell
31,780
-1,850
-6% -$94K 0.02% 932
2023
Q2 		$1.91M Sell
33,630
-1,175
-3% -$58.7K 0.02% 807
2023
Q1 		$1.88M Sell
34,805
-90
-0.3% -$5.02K 0.02% 804
2022
Q4 		$1.82M Sell
34,895
-352
-1% -$21.6K 0.02% 826
2022
Q3 		$2.42M Sell
35,247
-3,319
-9% -$275K 0.03% 613
2022
Q2 		$3.06M Buy
38,566
+520
+1% +$44.4K 0.04% 520
2022
Q1 		$3.71M Sell
38,046
-1
-0% -$98 0.04% 511
2021
Q4 		$4.02M Buy
+38,047
New +$3.46M 0.04% 495

Other funds holding LITE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Yousif Capital Management's LITE Position: Q3 2026 in Review

Yousif Capital Management increased its Lumentum (LITE) stake by 9.9% in Q3 2026, buying an estimated $587K and bringing the position to 7,678 shares worth $7.46M. The position accounts for 0.08% of the portfolio, ranked #212.

Yousif Capital Management first reported a position in LITE in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.88M in Q4 2025. 704 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Yousif Capital Management held 7,678 shares of Lumentum worth $7.46M as of Q3 2026.
  • Yousif Capital Management bought 694 Lumentum shares in Q3 2026, an estimated $587K.
  • Lumentum made up 0.08% of Yousif Capital Management's portfolio in Q3 2026, its #212 holding.
  • Yousif Capital Management first reported a position in Lumentum in Q4 2021 and has held it in 20 quarters since.
  • Yousif Capital Management's Lumentum position peaked at $7.88M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Yousif Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.