[SCHEDULE 13G/A] Lumentum Holdings Inc. SEC Filing

Rhea-AI Filing Summary

Point72 filings report a 1.3% common-stock stake in Lumentum Holdings Inc. (CUSIP 55024U109) as of June 30, 2025. The Schedule 13G/A shows Point72 Asset Management, L.P., Point72 Capital Advisors, Inc., and Steven A. Cohen each reporting beneficial ownership of 895,470 shares, representing 1.3% of the class. Point72 Asset Management and Point72 Capital Advisors exercise shared voting and dispositive power over those shares; no sole voting or sole dispositive power is reported. Point72 Italy S.R.L. reports zero shares. The filing states the position was not acquired to change or influence control of the issuer.

Positive

• Transparent disclosure of ownership by Point72 entities and Steven A. Cohen, including exact share count (895,470) and percentage (1.3%)
• Certification that the shares were not acquired to influence control, clarifying intent under Schedule 13G/A rules

Negative

• None.

Insights

Securities Analyst

TL;DR: Point72 discloses a passive 1.3% stake in Lumentum, reported under Schedule 13G/A, indicating non-control intent.

Point72 Asset Management, Point72 Capital Advisors and Steven A. Cohen report shared voting and dispositive power over 895,470 shares (1.3%). The form is filed under Rule 13d-1(b)/(c) conventions for passive investors and includes certifications that the holdings are not intended to influence control. Because the position is below 5%, it is consistent with an investment stake disclosed for transparency rather than an activist/control position.

Corporate Governance Expert

TL;DR: This Schedule 13G/A documents ownership and affirms no intent to change issuer control; governance impact appears limited.

The filing clarifies ownership structure: Point72 Asset Management maintains investment and voting power via an investment fund, Point72 Capital Advisors is the general partner, and Mr. Cohen controls both entities. Shared voting/dispositive rights are reported; no sole powers are claimed. The explicit certification that the securities were not acquired to influence control reduces likelihood of immediate governance actions tied to this position.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Lumentum Holdings Inc.

(Name of Issuer)

Common Stock, par value $0.001 per share

(Title of Class of Securities)

55024U109

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 55024U109

1

Names of Reporting Persons

Point72 Asset Management, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 895,470.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 895,470.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

895,470.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.3 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 55024U109

1

Names of Reporting Persons

Point72 Capital Advisors, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 895,470.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 895,470.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

895,470.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.3 %

12

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13G

CUSIP No. 55024U109

1

Names of Reporting Persons

Point72 Italy S.R.L.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ITALY

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.0 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 55024U109

1

Names of Reporting Persons

Steven A. Cohen

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 895,470.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 895,470.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

895,470.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.3 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Lumentum Holdings Inc.
(b)	Address of issuer's principal executive offices: 1001 Ridder Park Drive, San Jose, CA 95131
Item 2.
(a)	Name of person filing: This statement is filed by: (i) Point72 Asset Management, L.P. ("Point72 Asset Management") with respect to shares of common stock, par value $0.001 per share ("Shares"), of Lumentum Holdings Inc. held by an investment fund it manages; (ii) Point72 Capital Advisors, Inc. ("Point72 Capital Advisors Inc.") with respect to Shares held by an investment fund managed by Point72 Asset Management; (iii) Point72 Italy S.R.L ("Point72 Italy") with respect to Shares that were held by an investment fund it manages; and (iv) Steven A. Cohen ("Mr. Cohen") with respect to Shares beneficially owned by Point72 Asset Management and Point72 Capital Advisors Inc. and Shares that were beneficially owned by Point72 Italy. Each of Cubist Systematic Strategies, LLC, Point72 (DIFC) Limited and Point72 Hong Kong Limited are advisors under common control with Point72 Asset Management, and each acts as a sub-advisor with respect to a portion of the Shares reported herein.
(b)	Address or principal business office or, if none, residence: The address of the principal business office of Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen is 72 Cummings Point Road, Stamford, CT 06902.
(c)	Citizenship: Point72 Asset Management is a Delaware limited partnership. Point72 Capital Advisors Inc. is a Delaware corporation. Mr. Cohen is a United States citizen.
(d)	Title of class of securities: Common Stock, par value $0.001 per share
(e)	CUSIP No.: 55024U109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025. Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen own directly no Shares. Pursuant to an investment management agreement, Point72 Asset Management maintains investment and voting power with respect to the securities held by an investment fund it manages. Point72 Capital Advisors Inc. is the general partner of Point72 Asset Management. Mr. Cohen controls each of Point72 Asset Management, and Point72 Capital Advisors Inc. The filing of this statement should not be construed as an admission that any of the foregoing persons or any Reporting Person is, for the purposes of Section 13 of the Securities Exchange Act of 1934, the beneficial owner of the Shares reported herein.
(b)	Percent of class: 1.3%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025
	(ii) Shared power to vote or to direct the vote: The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025
	(iii) Sole power to dispose or to direct the disposition of: The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025
	(iv) Shared power to dispose or to direct the disposition of: The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. See Item 2(a).
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Point72 Asset Management, L.P.

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	08/14/2025

Point72 Capital Advisors, Inc.

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	08/14/2025

Point72 Italy S.R.L.

Signature:	/s/ Jade Harber
Name/Title:	Jade Harber, Director
Date:	08/14/2025

Steven A. Cohen

Signature:	/s/ Jason M. Colombo
Name/Title:	Jason M. Colombo, Authorized Person
Date:	08/14/2025

FAQ

How many Lumentum (LITE) shares did Point72 report owning?

Point72 reports beneficial ownership of 895,470 shares, representing 1.3% of Lumentum's common stock as of June 30, 2025.

Which Point72 entities filed the Schedule 13G/A for Lumentum (LITE)?

The filing was submitted by Point72 Asset Management, L.P., Point72 Capital Advisors, Inc., Point72 Italy S.R.L. (reported zero shares), and Steven A. Cohen.

Does the filing indicate Point72 intends to influence control of Lumentum (LITE)?

No; the certification in the filing states the securities were not acquired and are not held to change or influence control of the issuer.

What voting and dispositive powers are reported by Point72 for Lumentum (LITE)?

Point72 Asset Management and Point72 Capital Advisors report shared voting power and shared dispositive power over 895,470 shares; no sole voting or sole dispositive power is reported.

Is the disclosed stake in Lumentum (LITE) large enough to require Schedule 13D instead of 13G?

The reported 1.3% stake is below the 5% threshold that typically triggers the more detailed Schedule 13D; thus Schedule 13G/A treatment is appropriate per the filing.