Portfolio changes · featured 13Fs

Activity

Moves in ILMN across featured managers — New / Exit / Add / Reduce.

5 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

ILMN · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
ILMN	Reduce	Corvex Management	−3.57%	−26.1% sh	Q1→Q2
ILMN	Reduce	Arnold Van Den Berg - Van Den Berg Management I	+0.35%	−2.6% sh	Q1→Q2
ILMN	Reduce	Cathie Wood - Ark Investment Management	+0.11%	−7.5% sh	Q1→Q2
13 Aug 2
ILMN	Exit	Triple Frond Partners	−3.92%	was 3.9%	Q1→Q2
ILMN	Reduce	Samantha Mclemore - Patient Capital Management	−0.46%	−36.6% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home