SEC 13F Intelligence

Veritas Asset Management LLP / ILMN

Veritas Asset Management LLP’s Illumina Inc Position

Does Veritas Asset Management LLP own Illumina Inc (ILMN)? Not currently — the last reported position was 1.45M shares worth $202M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$202M
Q4 2023
Shares
1.45M
% of Portfolio
+1.46%
Quarters Held
13
position exited

Position History ILMN

Reported value by quarter
Q4 ’20: $113MQ4 ’20Q1 ’21: $209MQ2 ’21: $240MQ2 ’21Q3 ’21: $205MQ4 ’21: $197MQ4 ’21Q1 ’22: $218MQ2 ’22: $288MQ2 ’22Q3 ’22: $304MQ4 ’22: $315MQ4 ’22Q1 ’23: $360MQ2 ’23: $286MQ2 ’23Q3 ’23: $205MQ4 ’23: $202MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20231.45M$202M+1.46%
Q3 20231.49M$205M+1.54%
Q2 20231.52M$286M+1.99%
Q1 20231.55M$360M+2.66%
Q4 20221.56M$315M+2.58%
Q3 20221.59M$304M+2.51%
Q2 20221.56M$288M+2.15%
Q1 2022623.8K$218M+1.33%
Q4 2021518.5K$197M+1.11%
Q3 2021504.9K$205M+1.18%
Q2 2021506.9K$240M+1.34%
Q1 2021544.1K$209M+1.14%
Q4 2020305.9K$113M+0.68%

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