KAM
ILMN icon

Knightsbridge Asset Management’s Illumina ILMN Stock Holding History

Knightsbridge Asset Management’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
2026
Q1 		$261K Sell
2,120
-510
-19% -$67K 0.04% 204
2025
Q4 		$345K Buy
+2,630
New +$309K 0.06% 141

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

Knightsbridge Asset Management's ILMN Position: Q1 2026 in Review

Knightsbridge Asset Management reduced its Illumina (ILMN) stake by 19% in Q1 2026, selling an estimated $67K and leaving 2,120 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #204.

Knightsbridge Asset Management first reported a position in ILMN in Q4 2025 and has held it in 2 quarters since. The position peaked at $345K in Q4 2025. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Knightsbridge Asset Management held 2,120 shares of Illumina worth $261K as of Q1 2026.
  • Knightsbridge Asset Management sold 510 Illumina shares in Q1 2026, an estimated $67K.
  • Illumina made up 0.04% of Knightsbridge Asset Management's portfolio in Q1 2026, its #204 holding.
  • Knightsbridge Asset Management first reported a position in Illumina in Q4 2025 and has held it in 2 quarters since.
  • Knightsbridge Asset Management's Illumina position peaked at $345K in Q4 2025.
  • 844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.