What Makes Lumentum Holdings (LITE) a Good investment?
Baron Funds, an investment management company, released its “Baron Technology Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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 | 1,563,210 | $254,349,899 | +8580% | 0.16% |
| 2. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,482,376 | $241,197,399 | -10% | 1.16% |
| 3. | Citadel Investment Group Ken Griffin | 1,371,925 | $223,225,917 | +352% | 0.03% |
| 4. | 77,987,000 | $188,506,804 | 0.11% | ||
| 5. | 66,442,000 | $160,357,767 | +35% | 2.48% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $270.39 | 10,000 | $2,703,900.00 | 12,037 | 2025-11-10 | Filing | |
| $243.32 | 7,200 | $1,751,904.00 | 9,764 | 2025-11-07 | Filing | |
| $239.63 | 4,232 | $1,014,103.16 | 43,544 | 2025-11-07 | Filing | |
| $124.86 | 3,281 | $409,665.66 | 101,273 | 2025-08-27 | Filing | |
| $124.39 | 3,282 | $408,247.98 | 104,554 | 2025-08-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,964,037 | $1,295,828,499 | 0.02% | |
| 2. | 7,485,282 | $1,217,930,234 | 0.02% | |
| 3. | 5,933,011 | $965,360,273 | 0.05% | |
| 4. | 4,059,098 | $660,455,836 | 0.09% | |
| 5. | 265,326,000 | $370,178,855 | 2.47% |
News See All
Lumentum Holdings (LITE) Climbs 19% on Strong Earnings, Bullish Rating
Lumentum Holdings soared by 19.12 percent week-on-week, as investors gobbled up shares following an improved earnings performance in the first quarter of fiscal year 2026 alongside an analyst’s bullish...
Lumentum Holdings Inc. (NASDAQ:LITE) Q1 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Lumentum Holdings First Quarter Fiscal Year 2026 Earnings Call.
Lumentum (LITE) Hits New 52-Week High on Bullish Rating, Improved Q1 Earnings
In a market note, investment firm Wolfe Research raised its price target for Lumentum Holdings Inc.
Lumentum Holdings Inc. (LITE): A Bull Case Theory
We came across a bullish thesis on Lumentum Holdings Inc. on Bullseye Investing’s Substack. In this article, we will summarize the bulls’ thesis on LITE.
Lumentum Expands Optical Circuit Switch Line with R64 Platform for AI Data Centers
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best performing large cap stocks to buy.
12 Best Performing Large Cap Stocks to Buy
Earlier on August 29, Bob Keiser, Aspire Strategist Portfolios co-chief investment officer and senior market strategist, joined CNBC's 'Closing Bell Overtime' to talk about the impact of a Fed cut on ...
Lumentum Holdings (LITE) Tumbles 4.4% as Investors Sour on Semiconductor Firms
This followed the Chinese government’s announcement on Saturday that it launched two investigations to look into allegations of US semiconductor companies’ dumping practices in China which has led...
12 Stocks on Jim Cramer’s Radar
“Maybe today was a well-deserved breather for the bulls.
Lumentum Holdings Inc. (NASDAQ:LITE) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Lumentum Holdings Fourth Quarter Fiscal Year 2025 Earnings Call.
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