Lumentum: which funds bought and sold

Institutions that bought and sold Lumentum shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 876 institutions that filed 13F reports for both quarters added to or opened positions in Lumentum, and 458 cut or closed them. Together they added a net 2.5M shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 818K shares (−4.4%); index fund managers were net buyers of 2.9M shares (+12.5%). 354 opened a new position and 135 sold out entirely.

Bought, Q2 2026 876 institutions, 354 of them new holders Sold, Q2 2026 458 institutions, 135 of them sold out

Net change, all compared +2.5M shares (+3.2%)

Net change, active managers −818K shares (−4.4%), 61 bought, 64 sold

Buyers versus sellers

institutions compared, 1,423

876 bought 89 458 sold

Active managers and hedge funds 61 bought · 64 sold · −818K

Index fund managers 12 bought · 0 sold · +2.9M

Other institutions 803 bought · 394 sold · +355K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Invesco Ltd.	+2.0M +170.0%	3.2M	$2.7B
Blackrock, Inc. Index funds	+1.3M +17.1%	9.2M	$7.9B
Jpmorgan Chase & Co	+1.1M +38.0%	4.1M	$3.5B
Arrowstreet Capital, Limited Partnership Hedge fund	+966K +238.5%	1.4M	$1.2B
T. Rowe Price Investment Management, Inc. Active manager	+699K New position	699K	$600M
D. E. Shaw & Co., Inc. Hedge fund	+654K +4669.5%	668K	$573M
Winslow Capital Management, LLC Active manager	+596K New position	596K	$511M
Jericho Capital Asset Management L.P. Hedge fund	+472K New position	472K	$405M
Bank Of Montreal	+455K +169.8%	723K	$620M
Vanguard Capital Management LLC Index funds	+439K +9.5%	5.1M	$4.4B
Amundi	+430K +188.7%	658K	$565M
State Street Corp Index funds	+415K +13.7%	3.5M	$3B
Axiom Investors LLC Active manager	+405K +24459.5%	406K	$349M
Vanguard Portfolio Management LLC Index funds	+391K +10.6%	4.1M	$3.5B
Evergreen Quality Fund Gp, Ltd.	+332K +491.0%	400K	$343M
Morgan Stanley	+282K +27.5%	1.3M	$1.1B
Quadrature Capital Ltd Hedge fund	+241K +1458.2%	258K	$221M
Fred Alger Management, LLC Active manager	+228K +6208.8%	232K	$199M
Alyeska Investment Group, L.P. Hedge fund	+225K New position	225K	$193M
Goldman Sachs Group Inc	+217K +24.4%	1.1M	$951M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+966K +238.5%	1.4M	$1.2B
T. Rowe Price Investment Management, Inc. Active manager	+699K New position	699K	$600M
D. E. Shaw & Co., Inc. Hedge fund	+654K +4669.5%	668K	$573M
Winslow Capital Management, LLC Active manager	+596K New position	596K	$511M
Jericho Capital Asset Management L.P. Hedge fund	+472K New position	472K	$405M
Axiom Investors LLC Active manager	+405K +24459.5%	406K	$349M
Quadrature Capital Ltd Hedge fund	+241K +1458.2%	258K	$221M
Fred Alger Management, LLC Active manager	+228K +6208.8%	232K	$199M
Alyeska Investment Group, L.P. Hedge fund	+225K New position	225K	$193M
Woodline Partners LP Hedge fund	+207K +1479.8%	221K	$189M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−3.7M −51.0%	3.5M	$3B
UBS Group AG	−1.1M −75.5%	346K	$297M
Wt Asset Management Ltd	−804K −58.2%	577K	$495M
Capital World Investors Active manager	−676K −51.4%	638K	$548M
Jane Street Group, LLC	−664K −69.4%	293K	$251M
Assenagon Asset Management S.A.	−441K −68.4%	204K	$175M
Price T Rowe Associates Inc Active manager	−370K −28.2%	940K	$807M
Anther Capital Ltd	−333K −63.1%	195K	$167M
Polar Capital Holdings PLC Active manager	−329K −45.8%	390K	$335M
Marex Group Ltd	−325K −37.9%	533K	$457M
Value Aligned Research Advisors, LLC	−323K −30.5%	735K	$630M
Deutsche Bank Ag\	−289K −53.0%	256K	$220M
1832 Asset Management L.P.	−283K Sold out	0	—
Atreides Management, LP Hedge fund	−267K Sold out	0	—
Capital Research Global Investors Active manager	−262K −49.4%	269K	$231M
Gf Fund Management Co. Ltd.	−246K −86.6%	38K	$32.6M
Trivest Advisors Ltd	−212K Sold out	0	—
HRT Financial LP	−206K Sold out	0	—
Panoramic Hills Capital Ltd	−200K Sold out	0	—
Toronto Dominion Bank	−198K −72.8%	74K	$63.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−3.7M −51.0%	3.5M	$3B
Capital World Investors Active manager	−676K −51.4%	638K	$548M
Price T Rowe Associates Inc Active manager	−370K −28.2%	940K	$807M
Polar Capital Holdings PLC Active manager	−329K −45.8%	390K	$335M
Atreides Management, LP Hedge fund	−267K Sold out	0	—
Capital Research Global Investors Active manager	−262K −49.4%	269K	$231M
Oberweis Asset Management Inc/ Active manager	−194K −72.9%	72K	$61.9M
Two Sigma Investments, LP Hedge fund	−157K −39.5%	240K	$206M
Castle Hook Partners LP Hedge fund	−148K −98.0%	3,004	$2.6M
Driehaus Capital Management LLC Active manager	−146K −63.9%	83K	$71M

New positions

largest by value

Institution	Shares	Value June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager	699K	$600M
Winslow Capital Management, LLCActive manager	596K	$511M
Jericho Capital Asset Management L.P.Hedge fund	472K	$405M
Alyeska Investment Group, L.P.Hedge fund	225K	$193M
Clearbridge Investments, LLCActive manager	182K	$156M
Artisan Partners Limited PartnershipActive manager	140K	$120M
Bank Julius Baer & Co. Ltd, Zurich	108K	$92.9M
Jennison Associates LLCActive manager	67K	$57.4M
Soma Equity Partners LP	62K	$53.2M
Westfield Capital Management Co LPActive manager	54K	$46.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
1832 Asset Management L.P.	283K	$199M
Atreides Management, LPHedge fund	267K	$188M
Trivest Advisors Ltd	212K	$149M
HRT Financial LP	206K	$145M
Panoramic Hills Capital Ltd	200K	$141M
Cloudalpha Capital Management Limited/Hong Kong	198K	$139M
Anatole Investment Management Ltd	196K	$138M
E20 Capital Ltd	187K	$131M
Tiger Global Management LLCHedge fund	137K	$96.1M
Susquehanna Portfolio Strategies, LLC	97K	$68.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,310
Ten largest holders: 46.2%
Index fund managers: 32.0%
Active managers and hedge funds: 21.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	61	64	29	13	−818K	−4.4%
Index fund managers	12	0	0	0	+2.9M	+12.5%
Other institutions	803	394	325	122	+355K	+1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Lumentum.

Only managers that filed a holdings report for both quarters are compared (1,423 here). 38 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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