Back to 13F data
Q1 2026
LUMENTUM HLDGS INC
Original CUSIPs: 55024U109. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
2
Combined value
$100.2M
Current managers
2
Calculated from each manager’s latest available 13F.
Total shares
142,618
Aggregated at company level with original CUSIP details preserved.
Combined value
$100.2M
Market values are added across managers reporting the same quarter.
Themes
Unclassified
Local mappings are used only for search and classification.
Four-quarter trend
Four-quarter ownership trend
Manager actions by quarter
Current tracked managers holding this company
| Manager | Quarter | Market value | Shares | Portfolio weight | Current-quarter change | Share change | Value change | SEC source |
|---|---|---|---|---|---|---|---|---|
| Tiger Global Tiger Global | Q1 2026 | $96,137,568 | 136,800 | 0.42% | New position +0.00% | +136,800 | +$96,137,568 | XML 05/15/2026 |
| Bridgewater Associates Ray Dalio / Bridgewater | Q1 2026 | $4,088,658 | 5,818 | 0.02% | Reduced -71.99% | -14,952 | -$3,566,956 | XML 05/15/2026 |
Original CUSIP details
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0 | |
| Q3 2025 | 1 | $1,391,333 | 8,551 | Bridgewater Associates New position |
| Q4 2025 | 1 | $7,655,614 | 20,770 | Bridgewater Associates Increased |
| Q1 2026 | 2 | $100,226,226 | 142,618 | Bridgewater Associates Reduced Tiger Global New position |
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.