Lumentum supplies optical and photonic products used in communications networks, cloud data centers, and laser applications.
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Tiger Global opened a new position at 0.42% of the portfolio, buying 136,800 shares.
Greenwoods / Jinglin opened a new position at 0.20% of the portfolio, buying 10,822 shares.
Hillhouse / HHLR Advisors opened a new position at 0.06% of the portfolio, buying 1,500 shares.
Bridgewater Associates sold 14,952 shares; portfolio weight moved from 0.03% to 0.02%.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0 | |
| Q3 2025 | 1 | $1,391,333 | 8,551 | Bridgewater Associates New position - 8,551 Shares |
| Q4 2025 | 1 | $7,655,614 | 20,770 | Bridgewater Associates Increased - 20,770 Shares |
| Q1 2026 | 4 | $108,885,635 | 154,940 | Bridgewater Associates Reduced - 5,818 Shares Tiger Global New position - 136,800 Shares Hillhouse / HHLR Advisors New position - 1,500 Shares Greenwoods / Jinglin New position - 10,822 Shares |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Tiger Global | LUMENTUM HLDGS INC | 55024U109 | COM | $96,137,568 | 136,800 | 0.42% | SEC XML |
| Greenwoods / Jinglin | LUMENTUM HLDGS INC | 55024U109 | COM | $7,605,269 | 10,822 | 0.20% | SEC XML |
| Bridgewater Associates | LUMENTUM HLDGS INC | 55024U109 | COM | $4,088,658 | 5,818 | 0.02% | SEC XML |
| Hillhouse / HHLR Advisors | LUMENTUM HLDGS INC | 55024U109 | COM | $1,054,140 | 1,500 | 0.06% | SEC XML |