Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LUMENTUM HLDGS INC (LITE)

751 + Investors. Track Smart Money conviction in LITE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +150
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — LITE

Based on 711 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LITE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
711 hedge funds hold LITE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +67% more funds vs a year ago

fund count last 6Q
+285 new funds entered over the past year (+67% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

400 buying342 selling
Last quarter: 400 funds bought or added vs 342 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+71 vs last Q)

new funds entering per quarter
Funds opening a new LITE position: 67 → 111 → 150 → 221. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 18% medium ■ 36% new
325 out of 711 hedge funds have held LITE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +31% but shares only +2% — price-driven

Value
+31%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

100 → 67 → 111 → 150 → 221 new funds/Q
New funds entering each quarter: 67 → 111 → 150 → 221. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 5% 1-2yr ■ 35% new
Of 751 current holders: 449 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
45 of 711 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in LITE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LITE

In 2025 Q4, 400 hedge funds were net buyers of LITE (221 opened a new position, 179 added to an existing one), while 342 reduced or exited (271 trimmed, 71 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in LITE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +150 funds (more new holders than closures). Total institutional holders: 711.

Hedge Fund Ownership: LITE

How many hedge funds hold LITE — quarterly history vs. share price
Quarterly hedge fund ownership of LITE vs. share price

Market Analysis: LITE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LITE

Technology Communication Equipment

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

94 top-rated funds 38 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
8.3
/ 10
conviction
Hedge Fund Positioning: LITE
2026 Q1 Stats Unlock in 7 days 751 + Investors

Track Smart Money conviction in LITE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 751 603 24.54%
13F Shares 89M 87M 1.77%
Total Value $32.51B $24.75B 31.34%
New Positions 223 155 +68
Increased Positions 234 218 +16
Closed Positions 75 52 +23
Reduced Positions 320 222 +98
Total Calls 25 30 -16.67%
Total Puts 22 24 -8.33%
PUT/CALL Ratio 0.88 0.8 Neutral

Statistics: LITE

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

751 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LITE. Verified SEC 13F-HR filings.

Top 25 institutional holders of LITE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valliance Asset Management Ltd 27.46% 47,640 $33.5M
2 WT Asset Management Ltd 20.32% 1,380,144 $969.9M
3 AI-Squared Management Ltd 18.58% 36,321 $25.5M
4 Maytree Asset Management Ltd 10.77% 21,681 $15.2M
5 Trivest Advisors Ltd 10.73% 212,000 $149.0M
6 Broad Peak Investment Advisers Pte Ltd 10.49% 73,580 $51.7M
7 Amanah Holdings Trust 10.45% 135,000 $94.9M
8 M & L Capital Management Ltd 8.99% 52,030 $36.6M
9 O'Neil Global Advisors, Inc. 8.22% 1,689 $1.2M
10 BERKSHIRE CAPITAL HOLDINGS INC 8.10% 31,950 $22.5M
11 Andar Capital Management HK Ltd 6.61% 11,000 $7.7M
12 Dilation Capital Management LP 6.44% 18,257 $12.8M
13 Williamson Legacy Group, LLC 5.95% 11,285 $7.9M
14 North Growth Management Ltd. 5.75% 53,000 $38K
15 Persistent Asset Partners Ltd 5.42% 20,673 $14.5M
16 Capelight Capital Asset Management LP 5.24% 10,000 $7.0M
17 UG Investment Advisers Ltd. 5.08% 10,700 $7.5M
18 Franchise GP Ltd 4.95% 19,150 $13.5M
19 SeaTown Holdings Pte. Ltd. 4.88% 10,600 $7.4M
20 CloudAlpha Capital Management Limited/Hong Kong 4.76% 198,356 $139.4M
21 E Fund Management Co., Ltd. 4.37% 209,446 $147.2M
22 Arnhold LLC 4.28% 83,003 $58.3M
23 Zweig-DiMenna Associates LLC 3.97% 40,750 $28.6M
24 Global Trust Asset Management, LLC 3.96% 14,730 $10.4M
25 GLYNN CAPITAL MANAGEMENT LLC 3.84% 11,420 $8.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LUMENTUM HLDGS INC (LITE)

What does the Smart Money Trend signal show for LITE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LITE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LITE?

Slight buying edge — 54% buying: Last quarter: 400 funds bought or added vs 342 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LITE holders?

Elite ownership — 50% AUM from top-100 funds: 45 of 711 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in LITE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LITE?

46% of holders stayed for 2+ years: 325 out of 711 hedge funds have held LITE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.