Lumentum Holdings Inc. 13F holders
Of the 44 funds followed here, 12 reported a position in Lumentum Holdings Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 3.5 million shares worth $3.02 billion, 0.1% of its reported book. New this quarter: Alyeska, Baillie Gifford. Sold out: Tiger Global Management, Duquesne Family Office, Ratan Capital, Atreides Management.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 3,519,154 | $3.02 billion | 0.1% | -3,665,886 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 2,452,704 | $2.10 billion | 0.2% | +111,257 | added | 30 June 2026 | 13F |
| Geode Capital Management | 2,245,102 | $1.92 billion | 0.1% | +117,660 | added | 30 June 2026 | 13F |
| Norges Bank | 1,168,079 | $1.00 billion | 0.1% | held | 30 June 2026 | 13F | |
| Two Sigma Investments | 287,926 | $247.1 million | 0.2% | -122,851 | trimmed | 30 June 2026 | 13F |
| Capital Research Global Investors | 269,099 | $230.9 million | 0.0% | -262,294 | trimmed | 30 June 2026 | 13F |
| Alyeska | 225,032 | $193.1 million | 0.5% | +225,032 | new | 30 June 2026 | 13F |
| Renaissance Technologies | 199,640 | $171.3 million | 0.2% | -3,198 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 193,778 | $166.3 million | 0.1% | -29,036 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 132,559 | $113.7 million | 0.1% | -54,359 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 18,629 | $16.0 million | 0.1% | +12,811 | added | 30 June 2026 | 13F |
| Baillie Gifford | 6 | $5,148 | 0.0% | +6 | new | 30 June 2026 | 13F |
| Tiger Global Management | 0 | $0 | 0.0% | -136,800 | exited | 30 June 2026 | 13F |
| Duquesne Family Office | 0 | $0 | 0.0% | -6,963 | exited | 30 June 2026 | 13F |
| Ratan Capital | 0 | $0 | 0.0% | -6,862 | exited | 30 June 2026 | 13F |
| Atreides Management | 0 | $0 | 0.0% | -267,389 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 8 July 2026 | 13G/A | Fmr Llc and 3 others | 3.6 million | 4.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G/A | Capital World Investors and 1 other | 1.3 million | 1.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | Fmr Llc and 3 others | 7.5 million | 10.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 5.3 million | 7.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 3.7 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 24 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 5.2 million | 7.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | Fmr Llc and 3 others | 9.6 million | 13.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Capital World Investors and 1 other | 4.1 million | 5.8% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 7 November 2025 | 13G/A | Fmr Llc and 3 others | 7.4 million | 10.4% | 31 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 6 November 2025 | 13G/A | Invesco Ltd. and 1 other | 2.3 million | 3.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 November 2025 | 13G/A | Fmr Llc and 3 others | 6.2 million | 8.8% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 1,113 | $895.00 | SEC |
| 28 August 2026 | 451 | $956.14 | SEC |
| 27 August 2026 | 2,049 | $939.03 | SEC |
| 24 August 2026 | 882 | $866.71 | SEC |
| 19 August 2026 | 31 | $873.31 | SEC |
| 17 August 2026 | 460 | $926.14 | SEC |
| 14 August 2026 | 648 | $880.41 | SEC |
| 12 August 2026 | 654 | $820.59 | SEC |
| 10 August 2026 | 100 | $890.17 | SEC |
| 5 August 2026 | 7,118 | $849.47 | SEC |
| 31 July 2026 | 3,115 | $693.24 | SEC |
| 30 July 2026 | 2,997 | $602.35 | SEC |
| 29 July 2026 | 3,863 | $651.93 | SEC |
| 27 July 2026 | 43,057 | $762.99 | SEC |
| 21 July 2026 | 4,398 | $765.55 | SEC |
| 20 July 2026 | 455 | $732.82 | SEC |
| 17 July 2026 | 2,533 | $706.23 | SEC |
| 15 July 2026 | 227 | $814.80 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 43,057 on 27 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to LITE by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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