SEC 13F Intelligence

Triple Frond Partners LLC / ILMN

Triple Frond Partners LLC’s Illumina Inc Position

Does Triple Frond Partners LLC own Illumina Inc (ILMN)? Yes306.5K shares worth $38M (+3.92% of its 13F portfolio) as of Q1 2026, down from 374.2K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
306.5K
% of Portfolio
+3.92%
Quarters Held
3
currently held

Position History ILMN

Reported value by quarter
Q3 ’25: $37MQ3 ’25Q4 ’25: $49MQ4 ’25Q1 ’26: $38MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026306.5K$38M+3.92%
Q4 2025374.2K$49M+5.10%
Q3 2025390.6K$37M+4.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triple Frond Partners LLC’s full portfolio or all institutional holders of ILMN.