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NASDAQ · Telecommunications

LUMENTUM HLDGS INC LITE

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures.

Sources StockAnalysis company profile stockanalysis.com
Telecommunications Equipment

Company profile

Business mix

  • It operates through two segments, Cloud & Networking and Industrial Tech.
  • Its Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that serves the semiconductor device, solar cell, display, and electric vehicle and battery manufacturing markets.
  • The company was incorporated in 2015 and is headquartered in San Jose, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within communication equipment?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 164.19 FCF 0.17% Buyback -21.84%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Tiger Global Management Chase Coleman 0.4% $96.1M 2026-03-31
Greenwoods / Jinglin George Jiang 0.2% $7.6M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.1% $4,893 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 1 13F filing periods
Net reducers 0 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $103.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +154,585 / 0
Tiger Global Management Chase Coleman 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$96.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +136,800 (New) Total shares 136,800 Value $96.1M
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$4,893
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +6,963 (New) Total shares 6,963 Value $4,893
Greenwoods / Jinglin George Jiang 1 filing periods
13F 2026-03-31 Filed 2026-05-08
New Shares - 13F value change +$7.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 1 periods +10,822 (New) Total shares 10,822 Value $7.6M

Recent mentions

No public mentions.