HF Best Ideas
AnalysesQuarterly LettersInsightsCharts✦Warren AI
AnalysesQuarterly LettersInsightsCharts✦Warren AI

Every fund on this company

Lumentum Holdings, Inc. in 21 fund letters→

Also pitched by Brown Advisory Mid-Cap Growth Strategy

  • Snowflake Inc.SNOW
  • Robinhood Markets IncHOOD
  • Viking Holdings LtdVIK
  • Flex Ltd.FLEX
  • US FoodsUSFD
  • Plexus Corp.PLXS
© 2026 HF Best Ideas
ExploreCompanies A–Z·Funds A–Z·Research·Charts·Fund overlap tool
Privacy·Terms·Disclosures·Contact