LITE

Lumentum Holdings Inc

3 super-investor ownerscombined $89Mlargest position 0.1%

1 EXIT

3 of the 83 super-investors we track hold LITE, worth a combined $89M per their latest 13F filings. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 19 of 100 (how strongly the cohort backs it) — ranked #660 of 742 stocks. The stock is up 9.3x since a tracked investor first held it at conviction size (Q2 2021 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Held through it: Jeffrey Ubben et al (2q straight). All multibaggers the cohort held →

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Why super-investors own LITE

LITE is held by 3 super-investors in our cohort, with a combined position value of $89M. The highest-conviction owner is Joel Greenblatt at 0.1% of their portfolio. Cohort ownership has grown from 1 to 3 over the last four quarters — net interest is rising. This quarter the cohort registered 1 exited.

AI-synthesized from 13F filings. Not investment advice.