LongLITEJun 2026
Lumentum
Lumentum represented 4.0% of net assets and was one of BSTZ's ten largest holdings. BlackRock sees AI infrastructure and AI model companies as core portfolio pillars as…
LITE
Which hedge funds are long LITE?
2 published ideas on Lumentum across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Lumentum: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongLITEJun 2026
Lumentum Holdings Inc.
The fund initiated a small position in Lumentum, a leader in optical-networking hardware used to move data between AI chips, servers and data centers. The investment case is that…