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Polymer Capital Management’s Illumina ILMN Stock Holding History

Polymer Capital 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
Q2 		$520K Buy
+2,959
New +$433K 0.07% 366
2025
Q4 		– Sell
-7,021
Closed -$667K – 880
2025
Q3 		$667K Buy
+7,021
New +$696K 0.07% 339
2025
Q2 		– Sell
-2,923
Closed -$232K – 684
2025
Q1 		$232K Buy
+2,923
New +$316K 0.06% 412

Other funds holding ILMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polymer Capital Management's ILMN Position: Q2 2026 in Review

Polymer Capital Management opened a new position in Illumina (ILMN) in Q2 2026: 2,959 shares worth $520K. The stake represents 0.07% of the portfolio and ranks #366 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in ILMN as recently as Q3 2025.

Polymer Capital Management first reported a position in ILMN in Q1 2025 and has held it in 3 quarters since. The position peaked at $667K in Q3 2025. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Polymer Capital Management held 2,959 shares of Illumina worth $520K as of Q2 2026.
  • Illumina was a new Polymer Capital Management position in Q2 2026.
  • Illumina made up 0.07% of Polymer Capital Management's portfolio in Q2 2026, its #366 holding.
  • Polymer Capital Management first reported a position in Illumina in Q1 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Illumina position peaked at $667K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.