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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
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Lumentum Holdings Inc.

Communications Equipment, NEC · SIC 3669CIK 1633978Held by 15 tracked managersEDGAR filings ↗10-K/10-Q ↗

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15 managers · Q2 2026 13F
Glynn Capital Management
Glynn Capital ManagementPosition history →
3.5%
+29.9%
Jericho Capital Asset Management
Jericho Capital Asset ManagementPosition history →
3.3%
NEW
Fuller & Thaler Asset Management
Fuller & Thaler Asset ManagementPosition history →
1.3%
(7.8%)
Hillhouse Capital Advisors
Hillhouse Capital AdvisorsPosition history →
0.34%
+120.0%
Renaissance Technologies
Renaissance TechnologiesPosition history →
0.24%
(1.6%)
Holocene Advisors
Holocene AdvisorsPosition history →
0.13%
(32.3%)
Adage Capital Management
Adage Capital ManagementPosition history →
0.08%
+2,315.8%
Bridgewater Associates
Bridgewater AssociatesPosition history →
0.07%
+220.2%
Capital World Investors
Capital World InvestorsPosition history →
0.06%
(51.4%)
Tortoise Capital Advisors
Tortoise Capital AdvisorsPosition history →
0.05%
+75.9%
Capital Research Global Investors
Capital Research Global InvestorsPosition history →
0.03%
(49.4%)
Sands Capital Management
Sands Capital ManagementPosition history →
0.01%
+849.0%
Gladstone Capital Management
Gladstone Capital ManagementPosition history →
0.01%
—
Maverick Capital
Lee AinsliePosition history →
0.01%
(52.5%)
Polen Capital Management
PolenPosition history →
<0.01%
NEW

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.