LITE

LUMENTUM HOLDINGS INC

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

LUMENTUM HOLDINGS INC (LITE) is held as common stock by 9 tracked hedge-fund managers, with a combined reported value of ~$380.22M; the largest are Renaissance Technologies, Ken Griffin, Izzy Englander. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 3 added, 5 trimmed, 3 closed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · HighThis quarter · Cooling

Common-stock holders94 also report options

Congress trades20

Price$921.32vs quarter-end+7.37%

Sectors0

This quarter's moves

New1

Added3

Trimmed / sold8

Top holder

Renaissance Technologies

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Dan BinNew large stake

Value $22.41M1.4% of portfolio26,1222026 Q2

Zhang LeiAdd

Value $2.83M0.3% of portfolio3,3002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Dan Bin	2026 Q2	$22.41M	26,122	1.4%	New large stake
Zhang Lei	2026 Q2	$2.83M	3,300	0.3%	Add

PUT / CALL disclosures

Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.

Ken GriffinPUT—

Value $1.04B— of portfolio1,215,3002026 Q2

Ken GriffinCALL—

Value $973.73M— of portfolio1,134,8002026 Q2

Izzy EnglanderPUT—

Value $72.42M— of portfolio84,4002026 Q2

Paul Tudor JonesPUT—

Value $66.93M— of portfolio78,0002026 Q2

Steven CohenCALL—

Value $65.64M— of portfolio76,5002026 Q2

Steven CohenPUT—

Value $44.53M— of portfolio51,9002026 Q2

Izzy EnglanderCALL—

Value $38.78M— of portfolio45,2002026 Q2

Paul Tudor JonesCALL—

Value $13.56M— of portfolio15,8002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Ken GriffinPUT	2026 Q2	$1.04B	1,215,300	—	—
Ken GriffinCALL	2026 Q2	$973.73M	1,134,800	—	—
Izzy EnglanderPUT	2026 Q2	$72.42M	84,400	—	—
Paul Tudor JonesPUT	2026 Q2	$66.93M	78,000	—	—
Steven CohenCALL	2026 Q2	$65.64M	76,500	—	—
Steven CohenPUT	2026 Q2	$44.53M	51,900	—	—
Izzy EnglanderCALL	2026 Q2	$38.78M	45,200	—	—
Paul Tudor JonesCALL	2026 Q2	$13.56M	15,800	—	—

Insider Trading

Officers · directors · Form 4

Open-market purchases and sales (P/S)23

Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$460.5K
500 @ $921.07Traded 2026-09-24Filed 2026-09-25
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$479.6K
500 @ $959.27Traded 2026-09-21Filed 2026-09-23
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$428.4K
500 @ $856.83Traded 2026-09-16Filed 2026-09-18
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$472.2K
500 @ $944.41Traded 2026-09-11Filed 2026-09-15
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$448.0K
500 @ $895.99Traded 2026-09-08Filed 2026-09-10
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$432.2K
500 @ $864.49Traded 2026-09-02Filed 2026-09-04
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$470.5K
500 @ $940.95Traded 2026-08-28Filed 2026-09-01
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$889.4K
1,053 @ $844.61Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$1.75M
2,073 @ $846.44Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$1.98M
2,302 @ $860.05Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$533.6K
631 @ $845.63Traded 2026-08-25Filed 2026-08-27
Yuen Wupen
PRESIDENT, GLOBAL BUS. UNITS
Sell$479.3K
500 @ $958.66Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$303.2K
360 @ $842.22Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$1.02M
1,213 @ $843.60Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$3.01M
3,511 @ $857.95Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$2.98M
3,486 @ $854.89Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$161.5K
188 @ $858.82Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$2.57M
3,017 @ $850.66Traded 2026-08-25Filed 2026-08-27
Michael E. Hurlston
President and CEO
Sell$525.3K
548 @ $958.66Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$2.10M
2,465 @ $853.62Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$4.01M
4,676 @ $856.71Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$684.7K
800 @ $855.84Traded 2026-08-25Filed 2026-08-27
Vincent Retort
Officer title: Executive Vice President, Global Reliability & Quality
Sell$1.30M
1,528 @ $849.71Traded 2026-08-25Filed 2026-08-27

Insider transactions are public SEC Form 4 disclosures (company officers, directors, 10% owners), for research only — not investment advice.

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.