Lumentum (LITE)Munro Partners added to its stake +87K shares

160K

Shares reported · +87K vs prior quarter

3.0%

Disclosed portfolio weight

$137M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of LITE — reported range $1,001 - $15,000
2. Jul 8, 20265% stakeFMR LLC reported a passive stake (13G) of 4.6%
3. Jul 17, 2026CongressDisclosed sale of LITE — reported range $1,001 - $15,000
4. Jul 27, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 27, 2026, Vincent Retort, Executive Vice President, Global Reliability & Quality of Lumentum Holdings Inc. (the “Company”), informed the Company of his planned retirement from the Company, effective in October 2026.”

What came next

1. Aug 11, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 18, 2026Insider · 2 peopleInsiders: 2 sales (~$4.1M)
3. Aug 20, 2026Insider · 3 peopleInsiders: 3 sales (~$4.9M)
4. Aug 21, 2026InsiderOfficer sold ~$449K of LITE shares in the open market
5. Aug 24, 2026InsiderOfficer sold ~$412K of LITE shares in the open market
6. Aug 25, 2026Insider · 3 peopleInsiders: 36 sales (~$43.6M)
7. Aug 26, 2026InsiderOfficer sold ~$441K of LITE shares in the open market
8. Aug 27, 2026Insider · 2 peopleInsiders: 2 sales (~$1.0M)
9. Aug 28, 2026InsiderOfficer sold ~$470K of LITE shares in the open market
10. Aug 31, 2026InsiderOfficer sold ~$448K of LITE shares in the open market
11. Sep 1, 2026InsiderOfficer sold ~$451K of LITE shares in the open market
12. Sep 2, 2026InsiderOfficer sold ~$432K of LITE shares in the open market
13. Sep 3, 2026InsiderOfficer sold ~$435K of LITE shares in the open market
14. Sep 4, 2026InsiderOfficer sold ~$430K of LITE shares in the open market
15. Sep 8, 2026InsiderOfficer sold ~$448K of LITE shares in the open market
16. Sep 9, 2026InsiderOfficer sold ~$489K of LITE shares in the open market
17. Sep 10, 2026InsiderOfficer sold ~$481K of LITE shares in the open market
18. Sep 11, 2026InsiderOfficer sold ~$472K of LITE shares in the open market
19. Sep 14, 2026InsiderOfficer sold ~$431K of LITE shares in the open market
20. Sep 15, 2026InsiderOfficer sold ~$421K of LITE shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Lumentum

For Lumentum, OQRO holds 89 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 41 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LITE page.

How this filing works

• SEC Form 13F

Other disclosures at Lumentum

• SEC Form 4Oct 3, 2026
• SEC Form 144Oct 1, 2026
• SEC Form 4Oct 1, 2026
• SEC Form 4Oct 1, 2026
• SEC Form 144Sep 29, 2026
• SEC Form 144Sep 28, 2026

Everything OQRO holds on this company is on its LITE page.