ILMN
Illumina Inc
2 super-investors hold ILMN worth a combined $105M. The largest position: Triple Frond Partners at 3.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 20 — ranked #646 of 724 scored stocks.
Why super-investors own ILMN
Interest in ILMN within this cohort is thin and static: just two managers hold the stock, with a combined $105M across both portfolios, and neither added nor trimmed in 2026Q1. The largest position belongs to Triple Frond Partners, where ILMN represents 3.9% of the portfolio ($38M), followed by Samantha McLemore at 2.5% ($67M). Cohort ownership peaked briefly at three holders two quarters ago before retreating to two, where it has since stabilized. With no new entrants and no activity this quarter, the picture is one of patient, conviction-level holds rather than any building wave of institutional interest among this group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 2.5% | 10q | $67M | 544,780 |
| 2 | Triple Frond Partners | 3.9% | 3q | $38M | 306,460 |
Owners of ILMN also hold
Long US equity 13F-HR filings only. CUSIP 452327109. Not investment advice.