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Lumentum Holdings Inc
4 super-investor ownerscombined $201Mlargest position 0.4%
2 NEW
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 2
Peak: 2
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 |
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.