LITE
Lumentum Holdings Inc
4 super-investors hold LITE worth a combined $201M. The largest position: Chase Coleman at 0.4% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 30 — ranked #388 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own LITE
Interest in LITE is nascent but notable: two new positions were initiated in 2026Q1 — Chase Coleman and Stanley Druckenmiller — bringing cohort ownership from zero to four after eight quarters of no presence. Coleman's $96M stake is the largest in dollar terms, representing 0.4% of his portfolio and the highest concentration in the cohort. Joel Greenblatt holds $99M but at just 0.1% of his portfolio, suggesting a more diversified bet. Druckenmiller's $5M position is modest by his standards. The simultaneous entry by Coleman and Druckenmiller in the same quarter is the most consequential signal here; interest is clearly rising from a very low base, though concentration levels remain restrained across the board.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 40q | $99M | 140,747 |
| 2 | Chase Coleman | 0.4% | — 1q | $96M | 136,800 |
| 3 | Stanley Druckenmiller | 0.2% | — 1q | $5M | 6,963 |
| 4 | Lee Ainslie | <0.1% | 8q | $2M | 2,172 |
Owners of LITE also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | NEW | 0.4% | +100% | $96M | May 15, 2026 |
| Stanley Druckenmiller | NEW | 0.2% | +100% | $5M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 55024U109. Not investment advice.