ILMN position history
The shares of Illumina (ILMN) that Triple Frond Partners LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q3: 390,600 shares, $37M, 4.0% of portfolio, New
- 2025 Q4: 374,160 shares, $49M, 5.1% of portfolio, Reduce −4.2%
- 2026 Q1: 306,460 shares, $38M, 3.9% of portfolio, Reduce −18.1%
- 2026 Q2: not held, Exit
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|