Question 1

Does Capstone Investment Advisors own LUMENTUM HLDGS stock?

Accepted Answer

No. Capstone Investment Advisors exited its LUMENTUM HLDGS position in Q2 2026. Its Q1 2026 13F listed 74,347,000 shares worth $752.7M.

Question 2

How many shares of LUMENTUM HLDGS does Capstone Investment Advisors own?

Accepted Answer

None since Q2 2026, when Capstone Investment Advisors exited the position. Its Q1 2026 13F listed 74,347,000 shares worth $752.7M.

Question 3

What is Capstone Investment Advisors' LUMENTUM HLDGS position worth?

Accepted Answer

Capstone Investment Advisors' LUMENTUM HLDGS position was worth $752.7M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Capstone Investment Advisors buying or selling LUMENTUM HLDGS?

Accepted Answer

In Q2 2026, Capstone Investment Advisors exited its entire LUMENTUM HLDGS position.

Question 5

When did Capstone Investment Advisors first buy LUMENTUM HLDGS?

Accepted Answer

Capstone Investment Advisors already held LUMENTUM HLDGS in its Q2 2024 13F, the earliest on record, and listed it in 4 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	74.3M	+33.3%	$752.7M	1.3%	—	64
2025-Q4	Increased	55.8M	+108.3%	$296.4M	0.6%	—	70
2025-Q3	New	26.8M	—	$64.7M	0.1%	—	49
2024-Q3	Exited	0	-100.0%	$0	0.0%	—	0

LULUMENTUM HLDGS INC