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Casdin Capital’s Illumina ILMN Stock Holding History

Casdin Capital’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,700
Closed -$3.48M – 40
2023
Q4 		$3.48M Hold
25,700
– – 0.34% 29
2023
Q3 		$3.43M Buy
+25,700
New +$4.23M 0.38% 31
2016
Q1 		– Sell
-20,560
Closed -$3.84M – 31
2015
Q4 		$3.84M Buy
+20,560
New +$3.32M 3.39% 14

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Casdin Capital's ILMN Position: Q1 2026 in Review

Casdin Capital reduced its Illumina (ILMN) stake by 12% in Q1 2026, selling an estimated $9.19M and leaving 530,000 shares worth $65.3M. The position accounts for 4.95% of the portfolio, ranked #6.

Casdin Capital first reported a position in ILMN in Q4 2015 and has held it in 31 quarters since. The position peaked at $100M in Q4 2024. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Casdin Capital held 530,000 shares of Illumina worth $65.3M as of Q1 2026.
  • Casdin Capital sold 70,000 Illumina shares in Q1 2026, an estimated $9.19M.
  • Illumina made up 4.95% of Casdin Capital's portfolio in Q1 2026, its #6 holding.
  • Casdin Capital first reported a position in Illumina in Q4 2015 and has held it in 31 quarters since.
  • Casdin Capital's Illumina position peaked at $100M in Q4 2024.
  • 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Casdin Capital's 13F filing for Q1 2026, filed 15 May 2026.