14 Stocks on Jim Cramer’s Radar
Maybe it's time to start thinking differently about increments. Right now, we tend to blanch when we hear that a company's spending north of a hundred billion on something.
Lumentum Holdings Inc. (LITE)
Market is closed
Sector: Communications Equipment, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,854,801 | $683,661,101 | +19% | 0.4% |
| 2. | Situational Awareness LP Leopold Aschenbrenner | 1,298,400 | $478,577,256 | 8.67% | |
| 3. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 1,172,201 | $432,061,567 | 4.34% | |
| 4. | 78,176,000 | $415,906,504 | +1% | 0.23% | |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,029,297 | $379,388,581 | -31% | 1.47% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $699.28 | 244 | $170,624.27 | 66,287 | 2026-02-27 | Filing | |
| $698.10 | 1,108 | $773,494.47 | 66,531 | 2026-02-27 | Filing | |
| $697.08 | 300 | $209,124.99 | 67,639 | 2026-02-27 | Filing | |
| $696.12 | 355 | $247,121.54 | 67,939 | 2026-02-27 | Filing | |
| $694.76 | 450 | $312,643.98 | 68,294 | 2026-02-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,330,198 | $3,439,017,806 | 0.18% | |
| 2. | 8,344,266 | $3,075,612,752 | 0.05% | |
| 3. | 7,388,774 | $2,723,428,210 | 0.04% | |
| 4. | 3,618,324 | $1,333,678,043 | 0.18% | |
| 5. | 2,300,334 | $847,880,262 | 0.13% |
News See All
Morgan Stanley Views Lumentum (LITE) Positively on Optical Markets Growth Potential
Lumentum Holdings Inc. (NASDAQ:LITE) is one of 15 stocks with the biggest hedge fund momentum, after gaining 26 hedge fund holders during the fourth quarter of 2025.
15 Stocks with the Biggest Hedge Fund Momentum
On February 23, Bloomberg News reported that during the week ended February 19, hedge funds registered record-high net sales of global stocks, the highest since early April 2025.
Strong Earnings Momentum and Investor Optimism Lifted Lumentum Holdings (LITE) in Q4
BlackRock, an investment management company, released its fourth-quarter 2025 investor letter for the “BlackRock Technology and Private Equity Term Trust”.
Q2 Earnings Beat Leads to Bullish Views on Lumentum (LITE)
On February 4, Samik Chatterjee from J.P. Morgan raised his price target on Lumentum Holdings (NASDAQ:LITE) from $350 to $565.
11 Best Communication Equipment Stocks to Buy According to Hedge Funds
On January 7, S&P Global shared its 2026 outlook for the Telecom sector, which it believes will witness a higher level of M&A activity during the year.
Lumentum (LITE) Climbs 41%, Hits All-Time High on Swing to Profits
In an updated report, Lumentum Holdings Inc.
Lumentum (LITE) Soars to All-Time High on Strong Earnings
In an updated report, Lumentum Holdings Inc. (NASDAQ:LITE) said that it swung to a net profit of $78.2 million during the period from a $60.9 million loss in the same period a year earlier.
What Makes Lumentum Holdings (LITE) a High-Growth Business?
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Lumentum Holdings Inc. (NASDAQ:LITE) Q2 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Lumentum Holdings Second Quarter Fiscal Year 2026 Earnings Call. Please also note this event is being recorded for replay purposes.
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