Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lumentum Hldgs Inc (LITE)

1K + Investors. Track Smart Money conviction in LITE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +238
Streak
5Q ▲
Buyers last Q
65%

Smart Money Signals — LITE

Based on 1322 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added LITE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,322 hedge funds hold LITE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +171% more funds vs a year ago

fund count last 6Q
+834 new funds entered over the past year (+171% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

933 buying492 selling
Last quarter: 933 funds were net buyers (389 opened a brand new position + 544 added to an existing one). Only 492 were sellers (341 trimmed + 151 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 158 → 234 → 426 → 389. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 31% long-term, 52% new

■ 31% conviction (2yr+) ■ 18% medium ■ 52% new
Of the 1,322 current holders: 404 (31%) held >2 years, 235 held 1–2 years, and 683 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +116%, value +41%

Value
+41%
Shares
+116%
Last quarter: funds added +116% more shares while total portfolio value only changed +41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

114 → 158 → 234 → 426 → 389 new funds/Q
New funds entering each quarter: 158 → 234 → 426 → 389. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 42% veterans vs 53% newcomers

■ 42% veterans ■ 5% 1-2yr ■ 53% new
Entry-cohort mix of 1,396 holders: 590 (42%) are 2+ year veterans, 71 entered 1–2 years ago, and 735 (53%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
71 of 1311 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in LITE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LITE

In 2026 Q2, 933 hedge funds were net buyers of LITE (389 opened a new position, 544 added to an existing one), while 492 reduced or exited (341 trimmed, 151 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in LITE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +238 funds (more new holders than closures). Total institutional holders: 1322.

Hedge Fund Ownership: LITE

How many hedge funds hold LITE — quarterly history vs. share price
Quarterly hedge fund ownership of LITE vs. share price

Market Analysis: LITE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LITE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lumentum Hldgs Inc (LITE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LITE has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
LITE
+11.2%
XLK
+2.4%

LITE outperformed XLK by +8.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
LITE
+3.1%
XLK
+2.7%

Since the filing became public, LITE outperformed XLK by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

51 top-rated funds 35 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
8.0
/ 10
conviction
Hedge Fund Positioning: LITE
1K + Investors

Track Smart Money conviction in LITE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1300 1084 19.93%
13F Shares 103M 90M 14.19%
Total Value $85.76B $60.95B 40.71%
New Positions 385 426 -41
Increased Positions 519 273 +246
Closed Positions 158 96 +62
Reduced Positions 315 327 -12
Total Calls 43 37 16.22%
Total Puts 41 35 17.14%
PUT/CALL Ratio 0.95 0.95 Neutral

Statistics: LITE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LITE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LITE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grand Alliance Asset Management Ltd 16.11% 31,275 $26.8M
2 M & L Capital Management Ltd 12.07% 52,030 $44.6M
3 Alpine Investment Management Ltd 10.17% 48,745 $41.8M
4 WT Asset Management Ltd 9.79% 576,519 $494.7M
5 Broad Peak Investment Advisers Pte Ltd 8.98% 56,930 $48.8M
6 Tairen Capital Ltd 8.11% 106,960 $91.8M
7 Incline Global Management LLC 7.44% 30,913 $26.5M
8 Amanah Holdings Trust 6.80% 135,000 $115.8M
9 Tuttle Capital Management, LLC 6.62% 11,453 $9.8M
10 Avala Global LP 5.76% 182,037 $156.2M
11 Evergreen Quality Fund GP, Ltd. 5.53% 399,855 $343.1M
12 Divisar Capital Management LLC 5.16% 26,123 $22.4M
13 Styrax Capital, LP 5.09% 90,000 $77.2M
14 Blue Whale Capital LLP 5.04% 185,019 $158.8M
15 SeaTown Holdings Pte. Ltd. 4.54% 8,800 $7.6M
16 M37 Management LP 4.48% 30,000 $25.7M
17 Taikang Asset Management (Hong Kong) Co Ltd 4.41% 56,423 $48.4M
18 Diker Management LLC 4.29% 6,500 $5.6M
19 Anther Capital Ltd 4.28% 194,973 $167.3M
20 JAT Capital Mgmt LP 4.25% 2,350 $2.0M
21 Arnhold LLC 4.25% 70,754 $60.7M
22 Front Street Capital Management, Inc. 4.19% 43,038 $36.9M
23 Capelight Capital Asset Management LP 4.12% 10,000 $8.6M
24 Keystone Investors Pte Ltd 4.07% 88,526 $76.0M
25 Analog Century Management LP 3.99% 127,088 $109.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lumentum Hldgs Inc (LITE)

What does the Smart Money Trend signal show for LITE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added LITE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LITE?

More buyers than sellers — 65% buying: Last quarter: 933 funds were net buyers (389 opened a brand new position + 544 added to an existing one). Only 492 were sellers (341 trimmed + 151 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LITE holders?

Elite ownership — 59% AUM from top-100 funds: 71 of 1311 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in LITE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LITE?

Mixed — 31% long-term, 52% new: Of the 1,322 current holders: 404 (31%) held >2 years, 235 held 1–2 years, and 683 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Lumentum Hldgs Inc (LITE) following the 2026 Q2 hedge fund 13F filings?

As of today, LITE has moved +3.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.7% for the XLK sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), LITE has gained +11.2% vs +2.4% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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