ILMN position history
The shares of Illumina (ILMN) that Corvex Management LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q4: 730,084 shares, $102M, 5.4% of portfolio, New
- 2024 Q1: 1,004,808 shares, $138M, 6.4% of portfolio, Add +37.6%
- 2024 Q2: 2,289,486 shares, $239M, 11.0% of portfolio, Add +127.9%
- 2024 Q3: 2,280,798 shares, $297M, 11.6% of portfolio, Reduce −0.4%
- 2024 Q4: 1,700,159 shares, $227M, 6.3% of portfolio, Reduce −25.5%
- 2025 Q1: 3,829,608 shares, $304M, 11.5% of portfolio, Add +125.2%
- 2025 Q2: 3,829,608 shares, $365M, 15.5% of portfolio
- 2025 Q3: 3,829,608 shares, $364M, 12.1% of portfolio
- 2025 Q4: 3,829,608 shares, $502M, 15.4% of portfolio
- 2026 Q1: 3,829,608 shares, $472M, 18.8% of portfolio
- 2026 Q2: 2,830,552 shares, $498M, 15.2% of portfolio, Reduce −26.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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