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”. A copy of the Q2 2026 investor letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 3,544,465 | $623,223,145 | -11% | 0.22% |
| 2. | Corvex Capital Keith Meister | 2,830,552 | $497,695,958 | -27% | 15.2% |
| 3. | Sessa Capital John Petry | 1,118,374 | $196,643,700 | -66% | 3.29% |
| 4. | ARK Investment Management Catherine D. Wood | 1,045,010 | $183,744,158 | -8% | 1.19% |
| 5. | Rima Senvest Management Richard Mashaal | 1,008,718 | $177,362,886 | -35% | 5.2% |
| 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 |
|---|---|---|---|---|---|---|
| $231.23 | 9,405 | $2,174,718.15 | 1,033,910 | 2026-08-27 | Filing | |
| $230.54 | 28,439 | $6,556,327.06 | 1,043,315 | 2026-08-27 | Filing | |
| $229.72 | 16,990 | $3,902,942.80 | 1,071,754 | 2026-08-27 | Filing | |
| $228.64 | 24,363 | $5,570,356.32 | 1,088,744 | 2026-08-27 | Filing | |
| $227.67 | 54,309 | $12,364,530.03 | 1,113,107 | 2026-08-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,191,398 | $3,374,423,404 | 0.05% | |
| 2. | 15,425,298 | $2,712,230,480 | 0.32% | |
| 3. | 6,627,157 | $1,165,253,015 | 0.05% | |
| 4. | 6,587,534 | $1,158,286,103 | 0.02% | |
| 5. | 6,507,288 | $1,144,176,449 | 0.03% |