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Lumentum Holdings Inc. · Technology · Communication Equipment

885.57 +6.7% piyasa değeri $68.90B fiyat gecikmeli (FMP) · itibarıyla Aug 25 22:08 UTC — aşağıdaki dosyalama verilerinden bağımsız

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

172Takip edilen yatırımcılar

+23Δ sahipler

60.73MTutulan hisseler

$39.54BRaporlanan değer

+26Yeni pozisyonlar

−4Çıkışlar

Rising Kanaat skoru 43/100 Bunlar nasıl hesaplanır → Bunu Araştırma Masasında açıkla →

Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği +15.4% · pay akışı -16.2% · net yeni pozisyonlar +12.8% — formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay

Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026

Zaman içinde sahiplik

Çeyrek	Hissedarlar	Δ	Hisseler	Raporlanan değer	Yeni	Çıkışlar
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	—	—

Hissedar sayısı

Kimler elinde bulunduruyor · Q1 2026

#	Yönetici	Hisseler	Δ hisseler	Değer	Ağırlıkları		Tutulan
1	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
2	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
3	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
4	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
5	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
6	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
7	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
8	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
9	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
10	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
11	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
12	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
13	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
14	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
15	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
16	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
17	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
18	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
19	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
20	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
21	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
22	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
23	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
24	BlackRock ✦ (pasif)	7.84M	-6.1%	$5.51B	0.1%	▼ Trim	4	SEC ↗
25	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
26	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
27	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
28	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
29	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
30	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
31	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
32	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
33	Fidelity (FMR) ✦	7.19M	-23.0%	$5.05B	0.3%	▼ Trim	4	SEC ↗
34	Vanguard Capital Management Llc	4.64M	—	$3.26B	0.1%	n/c	1	SEC ↗
35	State Street Global Advisors ✦ (pasif)	3.04M	+42.8%	$2.14B	0.1%	▲ Add	6	SEC ↗
36	State Street Global Advisors ✦ (pasif)	3.04M	+42.8%	$2.14B	0.1%	▲ Add	6	SEC ↗
37	State Street Global Advisors ✦ (pasif)	3.04M	+42.8%	$2.14B	0.1%	▲ Add	6	SEC ↗
38	State Street Global Advisors ✦ (pasif)	3.04M	+42.8%	$2.14B	0.1%	▲ Add	6	SEC ↗
39	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
40	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
41	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
42	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
43	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
44	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
45	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
46	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
47	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
48	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
49	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
50	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
51	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
52	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
53	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
54	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
55	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
56	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
57	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
58	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
59	JPMorgan Chase ✦	2.94M	+49.6%	$1.93B	0.1%	▲ Add	3	SEC ↗
60	Geode Capital Management ✦ (pasif)	2.13M	+50.6%	$1.49B	0.1%	▲ Add	8	SEC ↗
61	Geode Capital Management ✦ (pasif)	2.13M	+50.6%	$1.49B	0.1%	▲ Add	8	SEC ↗
62	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
63	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
64	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
65	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
66	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
67	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
68	UBS Group AG	1.41M	-10.7%	$992.72M	0.2%	▼ Trim	2	SEC ↗
69	Capital World Investors ✦	1.31M	-63.7%	$923.32M	0.1%	▼ Trim	7	SEC ↗
70	T. Rowe Price ✦	1.31M	+162.2%	$920.55M	0.1%	▲ Add	8	SEC ↗
71	T. Rowe Price ✦	1.31M	+162.2%	$920.55M	0.1%	▲ Add	8	SEC ↗
72	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
73	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
74	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
75	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
76	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
77	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
78	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
79	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
80	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
81	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
82	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
83	Invesco Ltd.	1.18M	-48.9%	$826.72M	0.1%	▼ Trim	2	SEC ↗
84	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
85	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
86	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
87	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
88	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
89	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
90	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
91	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
92	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
93	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
94	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
95	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
96	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
97	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
98	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
99	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗
100	Morgan Stanley ✦	1.03M	-2.3%	$722.14M	0.0%	▼ Trim	3	SEC ↗

"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.

Yeni alıcılar

Bu çeyrekte takip edilen yeni alıcı yok.

Çıkıldı

Norges Bank	$474.50M	idi 0.1%
Qube Research & Technologies…	$26.54M	idi 0.0%
Caisse De Depot Et Placement…	$3.35M	idi 0.0%
Alyeska Investment Group, L.P.	$1.20M	idi 0.0%

Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 2 sahipler, 582.00K hisseler, $3.12M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.

Sık birlikte tutulan

Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.

META170ortak sahipler AVGO169ortak sahipler MSFT169ortak sahipler GOOGL169ortak sahipler NVDA169ortak sahipler

İçeriden işlemler

Açık piyasa alımları (P)

Kapsama penceremizde açık piyasa içeriden alım işlemi yok.

Açık piyasa satışları (S)

Aug 21 Wupen Yuen

Officer · 500 hisse · $449,075

Aug 20 Kim Jae

Officer · 1.90K hisse · $1.58M

Aug 20 Retort Vincent

Officer · 2.48K hisse · $2.06M

Aug 20 Wupen Yuen

Officer · 1.50K hisse · $1.24M

Ödüller, kullanımlar ve vergi stopajı hiçbir zaman alım veya satım olarak sayılmaz. Metodoloji

Gerçek lehdar sahipliği

Jul 08 SC 13G/A — FMR LLC

Orijinal SEC dosyalamasını görüntüle ↗

Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir. Raporlama dönemi: Q1 2026 · Metodoloji · Bunu API aracılığıyla edinin