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Triple Frond Partners’s Illumina ILMN Stock Holding History

Triple Frond Partners’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 		– Sell
-306,460
Closed -$37.8M – 14
2026
Q1 		$37.8M Sell
306,460
-67,700
-18% -$8.89M 3.92% 9
2025
Q4 		$49.1M Sell
374,160
-16,440
-4% -$1.93M 5.1% 8
2025
Q3 		$37.1M Buy
+390,600
New +$38.7M 4.04% 9

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

Triple Frond Partners's ILMN Position: Q2 2026 in Review

Triple Frond Partners sold out of Illumina (ILMN) in Q2 2026, closing a stake of 306,460 shares — an estimated $37.8M sold.

Triple Frond Partners first reported a position in ILMN in Q3 2025 and held it in 3 quarters. The position peaked at $49.1M in Q4 2025. 932 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Triple Frond Partners reported no remaining Illumina position as of Q2 2026 after selling out during the quarter.
  • Triple Frond Partners sold 306,460 Illumina shares in Q2 2026, an estimated $37.8M.
  • Triple Frond Partners first reported a position in Illumina in Q3 2025 and held it in 3 quarters.
  • Triple Frond Partners's Illumina position peaked at $49.1M in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Triple Frond Partners's 13F filing for Q2 2026, filed 13 Aug 2026.