Unclassified

LUMENTUM HLDGS INC

Original CUSIPs: 55024U109. This page shows current managers, quarterly changes, and primary SEC sources.

Current managers

Latest reporting quarter

Q1 2026

Who holds it and what changed this quarter

Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.

Tiger Global

Q1 2026

New position

New position: 0.42%

Tiger Global opened a new position at 0.42% of the portfolio, buying 136,800 shares.

+136,800 Shares

n/a

SEC

Bridgewater Associates

Ray Dalio / Bridgewater

Q1 2026

Reduced

0.03% → 0.02%(-0.010 pp)

Bridgewater Associates sold 14,952 shares; portfolio weight moved from 0.03% to 0.02%.

-14,952 Shares

-71.99%

SEC

Four-quarter trend

Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.

Historical and source details

Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.

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

Original CUSIP details

Manager	Issuer	CUSIP	Security class	Market value	Shares	Weight	Source
Tiger Global	LUMENTUM HLDGS INC	55024U109	COM	$96,137,568	136,800	0.42%	SEC XML
Bridgewater Associates	LUMENTUM HLDGS INC	55024U109	COM	$4,088,658	5,818	0.02%	SEC XML

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.