Illumina Inc. (ILMN)

Sector:Health Care
Super Investor Stats:
Ownership count:2
Ownership rank:481
% of all portfolios:0.081%
Hold Price * :$123.26
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Triple Frond Partners Reduce 18.09% 67,700 0.87
Samantha McLemore - Patient Capital Management Reduce 5.38% 30,988 0.14
Q4  2025
Triple Frond Partners Reduce 4.21% 16,440 0.22
Samantha McLemore - Patient Capital Management Reduce 0.96% 5,591 0.03
Q3  2025
Samantha McLemore - Patient Capital Management Reduce 0.14% 831 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 9,351 0.01
AKO Capital Sell 100.00% 533,954 0.64
Q2  2025
AKO Capital Reduce 39.99% 355,760 0.43
Carl Icahn - Icahn Capital Management Sell 100.00% 220,000 0.23
Q4  2024
Carl Icahn - Icahn Capital Management Reduce 90.70% 390,000 0.68
Lee Ainslie - Maverick Capital Reduce 81.41% 13,115 0.04
Samantha McLemore - Patient Capital Management Reduce 0.39% 1,600 0.01
Q3  2024
Lee Ainslie - Maverick Capital Reduce 7.09% 1,229 0.00
Samantha McLemore - Patient Capital Management Reduce 0.80% 3,303 0.02
Q2  2024
ValueAct Capital Sell 100.00% 243,777 0.74
Q1  2024
ValueAct Capital Reduce 25.69% 84,268 0.26
Polen Capital Management Sell 100.00% 33,913 0.20
Q4  2023
Polen Capital Management Reduce 99.34% 5,092,701 30.03
ValueAct Capital Reduce 36.87% 191,565 0.53
Q2  2023
Lee Ainslie - Maverick Capital Sell 100.00% 1,425 0.01
Q1  2022
Polen Capital Management Reduce 1.18% 31,531 0.02
Q4  2021
Thomas Gayner - Markel Group Sell 100.00% 4,000 0.02
Lee Ainslie - Maverick Capital Sell 100.00% 6,519 0.03
Viking Global Investors Sell 100.00% 155,319 0.18
Q1  2020
Viking Global Investors Sell 100.00% 408,658 0.63
Stephen Mandel - Lone Pine Capital Sell 100.00% 519,808 0.92
Q4  2019
Viking Global Investors Reduce 78.79% 1,518,298 2.34
Q2  2016
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,675,158 1.38
Q1  2016
Stephen Mandel - Lone Pine Capital Reduce 53.59% 1,934,677 1.59
Q3  2015
Stephen Mandel - Lone Pine Capital Reduce 36.43% 2,068,802 1.62
Q3  2008
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,323,686 2.76
Q2  2008
Stephen Mandel - Lone Pine Capital Reduce 9.97% 478,792 0.31

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.