LAM
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LECAP Asset Management’s Illumina ILMN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
14,178
-33,030
-70% -$3.15M 0.48% 69
2025
Q1
$3.75M Buy
47,208
+25,910
+122% +$2.06M 0.87% 13
2024
Q4
$2.85M Buy
+21,298
New +$2.85M 0.77% 29