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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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18 of 18 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerAction% chg
Jericho Capital Asset Management
Q2 2026Position history →
New—
Polen Capital Management
Q2 2026Position history →
New—
Adage Capital Management
Q2 2026Position history →
Add+2315.8%
Bridgewater Associates
Q2 2026Position history →
Add+220.2%
Glynn Capital Management
Q2 2026Position history →
Add+29.9%
Tortoise Capital Advisors
Q2 2026Position history →
Add+75.9%
Hillhouse Capital Advisors
Q2 2026Position history →
Add+120.0%
Sands Capital Management
Q2 2026Position history →
Add+849.0%
Capital World Investors
Q2 2026Position history →
Trim(51.4%)
Fuller & Thaler Asset Management
Q2 2026Position history →
Trim(7.8%)
Capital Research Global Investors
Q2 2026Position history →
Trim(49.4%)
Renaissance Technologies
Q2 2026Position history →
Trim(1.6%)
Holocene Advisors
Q2 2026Position history →
Trim(32.3%)
Maverick Capital
Q2 2026Position history →
Trim(52.5%)
Atreides Management
Q2 2026Position history →
Exit(100.0%)
Tiger Global Management
Q2 2026Position history →
Exit(100.0%)
Duquesne Family Office
Q2 2026Position history →
Exit(100.0%)
Light Street Capital Management
Q2 2026Position history →
Exit(100.0%)

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.