Illumina, Inc. (NASDAQ:ILMN) Q1 2026 Earnings Call Transcript
Operator: Good day, ladies and gentlemen. Welcome to the First Quarter 2026 Illumina, Inc. Earnings Conference Call. At this time, all participants are in a listen-only mode.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 3,981,080 | $490,707,847 | -11% | 0.22% |
| 2. | Corvex Capital Keith Meister | 3,829,608 | $472,037,482 | 18.77% | |
| 3. | Sessa Capital John Petry | 3,275,849 | $403,781,148 | -4% | 7.33% |
| 4. | Southpoint Capital Advisors John Smith Clark | 2,100,000 | $258,846,000 | +20% | 5.33% |
| 5. | Rima Senvest Management Richard Mashaal | 1,544,567 | $190,383,328 | +11% | 6.32% |
| 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 |
|---|---|---|---|---|---|---|
| $165.50 | 15,472 | $2,560,616.00 | 2,830,452 | 2026-06-01 | Filing | |
| $164.34 | 87,653 | $14,404,894.02 | 2,845,924 | 2026-06-01 | Filing | |
| $163.56 | 61,613 | $10,077,422.28 | 2,933,577 | 2026-06-01 | Filing | |
| $162.41 | 70,262 | $11,411,251.42 | 2,995,190 | 2026-06-01 | Filing | |
| $165.30 | 1,961 | $324,153.30 | 3,065,452 | 2026-05-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,023,590 | $2,344,847,734 | 0.04% | |
| 2. | 15,549,960 | $1,916,663,417 | 0.26% | |
| 3. | 6,823,654 | $841,083,592 | 0.04% | |
| 4. | 6,594,836 | $812,879,485 | 0.02% | |
| 5. | 6,429,344 | $792,480,941 | 0.03% |