Ficha del valor · trimestre archivado
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Lumentum Holdings Inc. · Technology · Communication Equipment
19Tenedores rastreados
+2Δ titulares
35.02MAcciones mantenidas
$3.33BValor declarado
+2Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +11.8% ·
flujo de acciones -7.7% ·
nuevas posiciones netas +10.5%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | +4 | 60.35M | $51.35B | +12 | −7 |
| Q1 2026 | 172 | +23 | 60.73M | $39.54B | +26 | −4 |
| Q4 2025 | 148 | +1 | 75.87M | $22.91B | +2 | — |
| Q3 2025 | 21 | 0 | 37.39M | $6.08B | +2 | −3 |
| Q2 2025 | 19 | +2 | 35.02M | $3.33B | +2 | — |
| Q1 2025 | 14 | -2 | 16.47M | $1.03B | — | −2 |
| Q4 2024 | 16 | +3 | 15.15M | $1.27B | +3 | — |
| Q3 2024 | 12 | +2 | 10.40M | $659.33M | +4 | −2 |
| Q2 2024 | 10 | — | 7.79M | $396.94M | — | — |
Quién lo tiene en cartera · Q2 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 7.44M | — | $707.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 7.44M | — | $707.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 7.44M | — | $707.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 7.44M | — | $707.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 7.44M | — | $707.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 7.44M | — | $707.56M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 7.40M | — | $703.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 6.63M | — | $630.59M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Capital World Investors ✦ | 5.74M | +15.0% | $545.60M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (pasivo) | 2.20M | -1.4% | $209.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (pasivo) | 2.20M | -1.4% | $209.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | State Street Global Advisors ✦ (pasivo) | 2.20M | -1.4% | $209.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | State Street Global Advisors ✦ (pasivo) | 2.20M | -1.4% | $209.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Geode Capital Management ✦ (pasivo) | 1.26M | +0.8% | $119.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Geode Capital Management ✦ (pasivo) | 1.26M | +0.8% | $119.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Millennium Management ✦ | 880.80K | +20.4% | $83.73M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 44 | Millennium Management ✦ | 880.80K | +20.4% | $83.73M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 45 | Norges Bank ✦ (pasivo) | 872.96K | -5.1% | $82.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Fisher Asset Management ✦ | 820.23K | +22.4% | $77.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 791.71K | -79.3% | $75.26M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 48 | Point72 Asset Management ✦ | 791.71K | -79.3% | $75.26M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 49 | Point72 Asset Management ✦ | 791.71K | -79.3% | $75.26M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 50 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Wellington Management ✦ | 491.20K | -24.6% | $46.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 303.82K | -48.9% | $28.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | T. Rowe Price ✦ | 52.74K | +6.1% | $5.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Two Sigma Investments ✦ | 37.72K | -79.7% | $3.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 29.00K | Nuevo | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 29.00K | Nuevo | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 29.00K | Nuevo | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 68 | Arrowstreet Capital ✦ | 18.01K | Nuevo | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 69 | Marshall Wace ✦ | 17.00K | -94.4% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Marshall Wace ✦ | 17.00K | -94.4% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Marshall Wace ✦ | 17.00K | -94.4% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 15.61K | -0.2% | $1.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Renaissance Technologies ✦ | 8.50K | -78.4% | $808,010 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| AQR Capital Management | $2.76M | 0.0% |
| AQR Capital Management | $2.76M | 0.0% |
| AQR Capital Management | $2.76M | 0.0% |
| Arrowstreet Capital | $1.71M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 582.00K acciones, $3.12M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 21
Wupen Yuen
Officer · 500 acc. · $449,075
Aug 20
Kim Jae
Officer · 1.90K acc. · $1.58M
Aug 20
Retort Vincent
Officer · 2.48K acc. · $2.06M
Aug 20
Wupen Yuen
Officer · 1.50K acc. · $1.24M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Jul 08
SC 13G/A — FMR LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2025 ·
Metodología ·
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