15 hedge funds and family offices disclose a ILMN position in their latest SEC 13F filing — combined $375.3M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Cathie Wood | ARK Investment Management LLC | 1,129,459 | $139.2M | 1.08% | 2026-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 1,500,000 | $83.4M | 1.53% | 2012-12-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 33,913 | $81.0M | 0.20% | 2023-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 300,615 | $28.7M | 0.73% | 2025-06-30 |
| 5 | George Soros | Soros Fund Management LLC | 175,000 | $22.8M | 0.46% | 2024-09-30 |
| 6 | Carl Icahn | Icahn Carl C | 220,000 | $17.5M | 0.23% | 2025-03-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 12,751 | $1.6M | 0.01% | 2026-03-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 9,351 | $892K | 0.01% | 2025-06-30 |
| 9 | Stephen Mandel | Lone Pine Capital LLC | 519,808 | $172K | 0.92% | 2019-12-31 |
| 10 | Viking Global | Viking Global Investors LP | 155,319 | $63K | 0.17% | 2021-09-30 |
| 11 | AKO Capital | Ako Capital LLP | 533,954 | $51K | 0.64% | 2025-06-30 |
| 12 | ValueAct Capital | ValueAct Capital Management LP | 351,277 | $14K | 0.32% | 2007-06-30 |
| 13 | Tom Gayner | Markel Group Inc. | 4,000 | $2K | 0.02% | 2021-09-30 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 5,916 | $1K | 0.66% | 2017-03-31 |
| 15 | Steven Romick | First Pacific Advisors LP | 368 | $129 | 0.00% | 2022-03-31 |
As of the latest 13F window, 15 tracked superinvestors hold ILMN. The largest disclosed position is Cathie Wood at $139.2M (1.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ILMN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
15 hedge funds and family offices disclose a ILMN position in their latest SEC 13F filing — combined $375.3M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Cathie Wood | ARK Investment Management LLC | 1,129,459 | $139.2M | 1.08% | 2026-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 1,500,000 | $83.4M | 1.53% | 2012-12-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 33,913 | $81.0M | 0.20% | 2023-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 300,615 | $28.7M | 0.73% | 2025-06-30 |
| 5 | George Soros | Soros Fund Management LLC | 175,000 | $22.8M | 0.46% | 2024-09-30 |
| 6 | Carl Icahn | Icahn Carl C | 220,000 | $17.5M | 0.23% | 2025-03-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 12,751 | $1.6M | 0.01% | 2026-03-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 9,351 | $892K | 0.01% | 2025-06-30 |
| 9 | Stephen Mandel | Lone Pine Capital LLC | 519,808 | $172K | 0.92% | 2019-12-31 |
| 10 | Viking Global | Viking Global Investors LP | 155,319 | $63K | 0.17% | 2021-09-30 |
| 11 | AKO Capital | Ako Capital LLP | 533,954 | $51K | 0.64% | 2025-06-30 |
| 12 | ValueAct Capital | ValueAct Capital Management LP | 351,277 | $14K | 0.32% | 2007-06-30 |
| 13 | Tom Gayner | Markel Group Inc. | 4,000 | $2K | 0.02% | 2021-09-30 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 5,916 | $1K | 0.66% | 2017-03-31 |
| 15 | Steven Romick | First Pacific Advisors LP | 368 | $129 | 0.00% | 2022-03-31 |
As of the latest 13F window, 15 tracked superinvestors hold ILMN. The largest disclosed position is Cathie Wood at $139.2M (1.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ILMN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
