Illumina (ILMN) Rose on Strong Clinical Momentum
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GuardCap Asset Management Guardian Capital | 740,132 | $128,748,557 | -17% | 9.15% |
| 2. | Diamond Hill Capital Ric Dillon | 301,642 | $53,037,713 | -10% | 0.42% |
| 3. | Winton Capital Management David Harding | 34,357 | $6,040,991 | 0.2% | |
| 4. | Bourgeon Capital John Zaro | 19,613 | $3,448,554 | -76% | 0.51% |
| 5. | 11,500 | $2,022,045 | +188% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $117.81 | 200 | $23,562.00 | 12,723 | 2026-02-09 | Filing | |
| $122.13 | 500 | $61,065.00 | 12,523 | 2025-11-03 | Filing | |
| $81.21 | 6,100 | $495,381.00 | 24,906 | 2025-05-12 | Filing | |
| $82.26 | 100 | $8,226.00 | 83,390 | 2025-05-13 | Filing | |
| $81.56 | 804 | $65,574.24 | 83,290 | 2025-05-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $203.28 | 2,450 | $498,036.00 | 2,089,425 | 2026-08-05 | Filing | |
| $201.80 | 11,372 | $2,294,869.60 | 2,091,875 | 2026-08-05 | Filing | |
| $201.37 | 30,398 | $6,121,245.26 | 2,103,247 | 2026-08-05 | Filing | |
| $199.87 | 118,753 | $23,735,162.11 | 2,133,645 | 2026-08-05 | Filing | |
| $198.97 | 68,047 | $13,539,311.59 | 2,252,398 | 2026-08-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,191,398 | $3,374,423,404 | 0.05% | |
| 2. | 6,507,288 | $1,144,176,449 | 0.03% | |
| 3. | 1,744,209 | $308,478,035 | 0.1% | |
| 4. | 1,671,192 | $293,845,659 | 0.05% | |
| 5. | 1,335,846 | $234,881,803 | 0.21% |