Question 1

Does Sculptor Capital own LUMENTUM HLDGS stock?

Accepted Answer

No. Sculptor Capital exited its LUMENTUM HLDGS position in Q2 2026. Its Q1 2026 13F listed 57,900,000 shares worth $583.9M.

Question 2

How many shares of LUMENTUM HLDGS does Sculptor Capital own?

Accepted Answer

None since Q2 2026, when Sculptor Capital exited the position. Its Q1 2026 13F listed 57,900,000 shares worth $583.9M.

Question 3

What is Sculptor Capital's LUMENTUM HLDGS position worth?

Accepted Answer

Sculptor Capital's LUMENTUM HLDGS position was worth $583.9M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Sculptor Capital buying or selling LUMENTUM HLDGS?

Accepted Answer

In Q2 2026, Sculptor Capital exited its entire LUMENTUM HLDGS position.

Question 5

When did Sculptor Capital first buy LUMENTUM HLDGS?

Accepted Answer

Sculptor Capital first reported LUMENTUM HLDGS in its Q4 2024 13F and listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2026-Q1	Increased	57.9M	+0.0%	$583.9M	6.1%	—	61
2025-Q4	Increased	57.9M	+10.3%	$308.1M	3.2%	—	63
2025-Q3	Increased	52.5M	+90.9%	$127M	1.5%	—	75
2025-Q2	Increased	27.5M	+10.0%	$42.3M	0.6%	—	45
2025-Q1	Increased	25M	+4.2%	$29.6M	0.6%	—	42
2024-Q4	New	24M	—	$33.5M	0.4%	—	48

LULUMENTUM HLDGS INC