Ownership history in Robeco Schweiz AG Β· 26 quarters on record
This page tracks every 13F SEC filing in which Robeco Schweiz AG reported a position in LUMENTUM HLDGS INC (LITE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Robeco Schweiz AG outperformed the S&P 500 by +32.0% annually on this LITE position. Timing score: 53% (10/19 decisions correct). Average cost basis: $74.99. Maximum drawdown during holding period: β57.3%.
π₯ Exceptional β beat the S&P 500 by 32.0% per year on this position.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 19 add/trim decisions correct
Best entry: $47.35 (2024 Q1) Β· Worst: $95.06 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 10 trims. Bought during 6 of 11 down-price quarters. π More buys than sells across the holding period.
π Robeco Schweiz AG has been actively increasing its LITE allocation β a bullish signal from insiders.
Currently 3.3% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size