SEC 13F Intelligence

Corvex Management LP / ILMN

Corvex Management LP’s Illumina Inc Position

Does Corvex Management LP own Illumina Inc (ILMN)? Yes — 3.83M shares worth $472M (+18.77% of its 13F portfolio) as of Q1 2026.

Position Value
$472M
Q1 2026
Shares
3.83M
% of Portfolio
+18.77%
Quarters Held
11
currently held

Position History ILMN

Reported value by quarter
Q3 ’20: $39MQ3 ’20Q4 ’23: $102MQ1 ’24: $138MQ1 ’24Q2 ’24: $239MQ3 ’24: $297MQ3 ’24Q4 ’24: $227MQ1 ’25: $304MQ1 ’25Q2 ’25: $365MQ3 ’25: $364MQ3 ’25Q4 ’25: $502MQ1 ’26: $472MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.83M$472M+18.77%
Q4 20253.83M$502M+15.35%
Q3 20253.83M$364M+12.06%
Q2 20253.83M$365M+15.47%
Q1 20253.83M$304M+11.39%
Q4 20241.70M$227M+6.31%
Q3 20242.28M$297M+11.55%
Q2 20242.29M$239M+11.04%
Q1 20241.00M$138M+6.40%
Q4 2023730.1K$102M+5.36%
Q3 2020125.0K$39M+2.22%

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