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LITE —
LUMENTUM HLDGS INC
CUSIP: 55024U109 · Held by 3 superinvestors · Combined value: $885,444,590
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | 8.7% | $478,577,256 | 1,298,400 | NEW BUY | +1,298,400 |
| 2 | Ken Griffin | 0.1% | $399,211,720 | 1,083,078 | REDUCE | -1,088,947 |
| 3 | Ray Dalio | 0.0% | $7,655,614 | 20,770 | ADD | +12,219 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leopold Aschenbrenner | NEW BUY | +1,298,400 | New |
| Ray Dalio | ADD | +12,219 | +142.9% |
| Ken Griffin | REDUCE | -1,088,947 | -50.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +8,551 | New |
| Ken Griffin | ADD | +930,405 | +74.9% |
| Jim Simons | SOLD | -8,500 | Exit |
Who Owns LITE? Superinvestor Holdings
LUMENTUM HLDGS INC is held by 3 tracked superinvestors, with a combined position value of $885 million . The largest positions are held by Leopold Aschenbrenner (8.7% of portfolio), Ken Griffin (0.1% of portfolio), Ray Dalio (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 1 reduced or exited.