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

Rhea-AI Filing Summary

Capital World Investors reported beneficial ownership of 5,739,568 shares of Lumentum Holdings Inc. common stock, representing 8.3% of the 69,400,000 shares believed outstanding as of the reporting event. The filing is a Schedule 13G/A amendment disclosing that these shares are held by divisions and affiliates operating under the name Capital World Investors, a division of Capital Research and Management Company. The filer states it has sole voting and dispositive power over these shares and that the holdings are held in the ordinary course of business and not for the purpose of changing or influencing control.

Positive

• Institutional ownership disclosed: Capital World Investors holds 5,739,568 shares, a material 8.3% stake.
• Transparency: Filing is an amended Schedule 13G/A, meeting SEC disclosure requirements for holdings above 5%.
• Passive posture stated: The filer certifies the position is held in the ordinary course of business and not to influence control.

Negative

• None.

Insights

Securities Analyst

TL;DR: Institutional investor holds an 8.3% passive stake in Lumentum; disclosure signals material ownership but not control intent.

The Schedule 13G/A shows Capital World Investors as beneficial owner of 5,739,568 shares (8.3% of 69.4M outstanding). This level exceeds the 5% reporting threshold and requires public disclosure, which enhances transparency about major holders. The filing explicitly states sole voting and dispositive power and that the position is held in the ordinary course, indicating a passive, non-activist posture. For investors, the key takeaway is elevated institutional interest without stated intent to influence corporate control.

Corporate Governance Expert

TL;DR: Large institutional stake disclosed, but filer certifies no intent to affect control, so governance impact appears neutral.

Capital World Investors is identified as a division of Capital Research and Management Company and related entities, collectively deemed the beneficial owner of the disclosed shares. The filing documents sole voting and dispositive power, yet the certification indicates the shares were not acquired to change or influence control. From a governance perspective, the size of the holding warrants monitoring, but the explicit statement of passive ownership limits immediate concerns about activist engagement.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Lumentum Holdings Inc.

(Name of Issuer)

Common Stock

(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

Capital World Investors

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 5,739,568.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 5,739,568.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,739,568.00

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)

8.3 %

12

Type of Reporting Person (See Instructions)

IA

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: Capital World Investors
(b)	Address or principal business office or, if none, residence: 333 SOUTH HOPE STREET, 55TH FLOOR, LOS ANGELES, CALIFORNIA 90071
(c)	Citizenship: N/A
(d)	Title of class of securities: Common Stock
(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: 5,739,568 ** **Capital World Investors ("CWI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CWI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital World Investors." CWI is deemed to be the beneficial owner of 5,739,568 shares or 8.3% of the 69,400,000 shares believed to be outstanding.
(b)	Percent of class: 8.3 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 5,739,568
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 5,739,568
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
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 acquired and are held in the ordinary course of business and 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.

Capital World Investors

Signature:	Timothy J. Moon
Name/Title:	Vice President and Senior Counsel, Capital Research and Management Company
Date:	08/04/2025

FAQ

How many Lumentum (LITE) shares does Capital World Investors own?

Capital World Investors beneficially owns 5,739,568 shares of Lumentum common stock.

What percentage of Lumentum does that represent?

The holding represents 8.3% of the 69,400,000 shares believed to be outstanding.

When is the reporting event and filing date for this Schedule 13G/A?

The event date requiring the filing is 06/30/2025 and the signature on the amendment is dated 08/04/2025.

Does Capital World Investors have voting or dispositive power over the shares?

Yes. The filing states sole voting power and sole dispositive power over all 5,739,568 shares.

Is the stake held to influence control of Lumentum?

No. The filer certifies the shares were acquired and are held in the ordinary course of business and not to change or influence control.