LongLITESep 2026
Lumentum Holdings
Lumentum offers exposure to increasing optical connectivity requirements as AI data centers expand. ClearBridge believes the infrastructure supporting AI adoption extends beyond…
LITE
Which hedge funds are long LITE?
6 published ideas on Lumentum Holdings across 6 funds — 6 long and 0 short.
Lumentum hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Lumentum: the full investment 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
LongLITESep 2026
Lumentum Holdings Inc.
Lumentum supplies optical components and lasers used to connect equipment within and between AI data centres. Demand for this optical connectivity continues to run well ahead of…
LongLITESep 2026
Lumentum Holdings Inc.
Janus Henderson initiated a position in Lumentum while selectively rebuilding exposure to AI infrastructure after a market pullback. The manager expects demand for compute to…
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…
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…
LongLITEJun 2026
Lumentum Holdings Inc.
Stewart initiated a small position in Lumentum during the second quarter. Lumentum is a leader in optical networking hardware that moves data between AI chips, servers and data…