Chronology 13F
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LUMENTUM HLDGS INC

LITE · Information Technology

3 whale investors · Q4 2025

Whale investors

Concentrated managers reporting this company in Q4 2025.

3 holders
  1. Situational AwarenessLeopold Aschenbrenner
    EquityQ4 2025
    $478.58M12.23% portfolio
  2. Aspex ManagementHermes Li
    EquityQ4 2025
    $251.36M5.10% portfolio

Holdings reflect reported 13F data for Q4 2025 and may be delayed or incomplete.