Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings’ (LITE) Potential
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.
Lumentum Holdings Inc. (LITE)
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Sector: Technology
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 | 1,370,571 | $1,176,032,152 | +239% | 0.52% |
| 2. | 1,215,300 | $1,042,800,318 | +27% | 0.12% | |
| 3. | 1,134,800 | $973,726,488 | -9% | 0.11% | |
| 4. | 741,700 | $636,423,102 | +16% | 0.3% | |
| 5. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 734,687 | $630,405,527 | -31% | 1.57% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $860.00 | 500 | $430,000.00 | 116,127 | 2026-09-04 | Filing | |
| $870.01 | 500 | $435,005.00 | 116,627 | 2026-09-03 | Filing | |
| $864.49 | 500 | $432,245.00 | 117,127 | 2026-09-02 | Filing | |
| $901.04 | 500 | $450,520.00 | 117,627 | 2026-09-01 | Filing | |
| $895.00 | 500 | $447,500.00 | 118,127 | 2026-08-31 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,179,958 | $7,876,954,908 | 0.12% | |
| 2. | 5,078,410 | $4,357,580,485 | 0.09% | |
| 3. | 4,092,283 | $3,511,424,351 | 0.16% | |
| 4. | 4,059,807 | $3,456,521,794 | 0.19% | |
| 5. | 3,917,000 | $3,361,021,020 | 0.26% |
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