Jackson Square Capital Boosts Stake in Lumentum Holdings

Institutional investor increases position in tech company by 61%

Apr. 9, 2026 at 10:53am

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An extreme close-up of intricate, polished banking machinery and mechanisms in shades of steel grey, bronze, and chrome, conceptually representing the secure, powerful infrastructure of the financial industry.Jackson Square Capital's increased investment in Lumentum reflects growing institutional confidence in the technology company's role in powering the future of high-speed optical networks.San Jose Today

Jackson Square Capital LLC, an investment management firm, has increased its holdings in Lumentum Holdings Inc. (NASDAQ:LITE) by 61% in the fourth quarter, according to a recent SEC filing. The fund now owns 37,150 shares of the technology company's stock, making it one of the top institutional investors in the company.

Why it matters

Lumentum is a leading provider of photonic technologies for high-speed optical communication networks and industrial applications. The increase in Jackson Square Capital's stake suggests the firm sees strong growth potential in the company, which could signal positive sentiment among institutional investors.

The details

According to the SEC filing, Jackson Square Capital purchased an additional 14,075 shares of Lumentum during the fourth quarter, bringing its total position to 37,150 shares. This represents 0.05% ownership of the company. Lumentum comprises 2.7% of Jackson Square Capital's overall portfolio, making it the firm's 9th largest holding.

  • Jackson Square Capital filed the 13F report disclosing the increased Lumentum stake on April 9, 2026.
  • The firm's position increase occurred during the fourth quarter of 2025.

The players

Jackson Square Capital LLC

An investment management firm that has increased its stake in Lumentum Holdings Inc.

Lumentum Holdings Inc.

A leading provider of photonic technologies for high-speed optical communication networks and industrial applications.

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The takeaway

The increase in Jackson Square Capital's stake in Lumentum suggests the firm sees strong growth potential in the company, which could signal positive sentiment among institutional investors towards the technology firm's future prospects.