Lumentum Holdings Inc.
A maker of lasers and optical gear that keeps the internet humming, Lumentum builds the photonic parts and systems used in data centers, telecom networks, and precision industrial cutting and material processing. It was born in 2015 when JDS Uniphase (JDSU) split in two, with Lumentum taking the optical and laser business and the rest becoming Viavi Solutions. The name comes from "light" and the Latin for "light" — fitting for a company whose chips, modules, and switches help carry AI and cloud traffic worldwide.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.