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
↑ +326
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — LITE

Based on 1079 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
1,079 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 — +156% more funds vs a year ago

fund count last 6Q
+657 new funds entered over the past year (+156% 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 — 62% buying

704 buying438 selling
Last quarter: 704 funds were net buyers (424 opened a brand new position + 280 added to an existing one). Only 438 were sellers (340 trimmed + 98 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+190 vs last Q)

new funds entering per quarter
Funds opening a new LITE position: 113 → 157 → 234 → 424. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 49% new

■ 34% conviction (2yr+) ■ 16% medium ■ 49% new
Of the 1,079 current holders: 371 (34%) held >2 years, 177 held 1–2 years, and 531 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.
💰

Price up while funds trimmed (+86% value, -0% shares)

Value
+86%
Shares
+0%
Last quarter: total value of institutional LITE holdings rose +86% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

73 → 113 → 157 → 234 → 424 new funds/Q
New funds entering each quarter: 113 → 157 → 234 → 424. 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 — 47% veterans vs 47% newcomers

■ 47% veterans ■ 6% 1-2yr ■ 47% new
Entry-cohort mix of 1,143 holders: 541 (47%) are 2+ year veterans, 66 entered 1–2 years ago, and 536 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
65 of 1071 holders are among the 100 largest funds by AUM, controlling 46% 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.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 Q1, 704 hedge funds were net buyers of LITE (424 opened a new position, 280 added to an existing one), while 438 reduced or exited (340 trimmed, 98 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in LITE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +326 funds (more new holders than closures). Total institutional holders: 1079.

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 Q1 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 March 31, 2026 · 79d ago
LITE
+23.5%
XLK
+39.8%

LITE outperformed XLK by -16.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
LITE
-10.6%
XLK
+5.4%

Since the filing became public, LITE outperformed XLK by -16.0% .

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.

85 top-rated funds 63 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
8.6
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1071 753 42.23%
13F Shares 89M 89M -0.17%
Total Value $60.85B $32.68B 86.2%
New Positions 418 234 +184
Increased Positions 271 181 +90
Closed Positions 100 72 +28
Reduced Positions 324 268 +56
Total Calls 37 25 48.0%
Total Puts 35 22 59.09%
PUT/CALL Ratio 0.95 0.88 Neutral

Statistics: LITE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Panoramic Hills Capital Ltd 50.14% 200,000 $140.6M
2 Valliance Asset Management Ltd 27.46% 47,640 $33.5M
3 Grand Alliance Asset Management Ltd 22.55% 53,000 $37.2M
4 WT Asset Management Ltd 20.32% 1,380,144 $969.9M
5 Anatole Investment Management Ltd 19.20% 195,681 $137.5M
6 AI-Squared Management Ltd 18.58% 36,321 $25.5M
7 Maytree Asset Management Ltd 10.77% 21,681 $15.2M
8 Trivest Advisors Ltd 10.73% 212,000 $149.0M
9 Broad Peak Investment Advisers Pte Ltd 10.49% 73,580 $51.7M
10 Amanah Holdings Trust 10.45% 135,000 $94.9M
11 Anther Capital Ltd 9.70% 527,862 $371.0M
12 Panoramic Capital, LLC 9.47% 19,186 $13.5M
13 M & L Capital Management Ltd 8.99% 52,030 $36.6M
14 O'Neil Global Advisors, Inc. 8.22% 1,689 $1.2M
15 Berkshire Capital Holdings Inc 8.10% 31,950 $22.5M
16 VMS Asset Management Limited 7.19% 16,745 $11.8M
17 Blue Whale Capital LLP 7.09% 212,056 $149.0M
18 Science & Technology Partners, L.P. 6.94% 37,720 $26.5M
19 Styrax Capital, LP 6.87% 140,000 $98.4M
20 Avala Global LP 6.82% 202,037 $142.0M
21 Andar Capital Management HK Ltd 6.61% 11,000 $7.7M
22 Dilation Capital Management LP 6.44% 18,257 $12.8M
23 Divisar Capital Management LLC 6.31% 35,223 $24.8M
24 Diker Management LLC 6.27% 10,000 $7.0M
25 Estuary Capital Management LP 6.20% 52,749 $37.1M
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 — 4 quarters in a row: For 4 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 — 62% buying: Last quarter: 704 funds were net buyers (424 opened a brand new position + 280 added to an existing one). Only 438 were sellers (340 trimmed + 98 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LITE holders?

Elite ownership — 46% AUM from top-100 funds: 65 of 1071 holders are among the 100 largest funds by AUM, controlling 46% 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 — 34% long-term, 49% new: Of the 1,079 current holders: 371 (34%) held >2 years, 177 held 1–2 years, and 531 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 Q1 hedge fund 13F filings?

As of today, LITE has moved -10.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of -16.0%. Since the quarter end (March 31, 2026), LITE has gained +23.5% vs +39.8% 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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