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Disclosery

Patient Capital Management, LLC: ILMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patient Capital Management, LLC on ILMN, newest first. How the timeline and the estimate are built.

Patient Capital Management, LLC held 345,314 ILMN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,314 shares
    Change vs previous 13F -199,466 shares

    2.02% of the 13F portfolio, value $60,716,695.

    13F-HR 0001854794-26-000005 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 544,780 shares
    Change vs previous 13F -30,988 shares

    2.5% of the 13F portfolio, value $67,149,734.

    13F-HR 0001854794-26-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 575,768 shares
    Change vs previous 13F -5,591 shares

    2.91% of the 13F portfolio, value $75,517,696.

    13F-HR 0001854794-26-000003 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 581,359 shares
    Change vs previous 13F -831 shares

    2.21% of the 13F portfolio, value $55,211,644.

    13F-HR 0001854794-25-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 582,190 shares
    Change vs previous 13F +123,521 shares

    2.51% of the 13F portfolio, value $55,546,768.

    13F-HR 0001085146-25-004963 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 458,669 shares
    Change vs previous 13F +48,714 shares

    1.87% of the 13F portfolio, value $36,390,795.

    13F-HR 0001085146-25-003124 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 409,955 shares
    Change vs previous 13F -1,600 shares

    2.53% of the 13F portfolio, value $54,782,256.

    13F-HR 0001085146-25-001553 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 411,555 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $53,670,946.

    13F-HR 0001085146-24-005800 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).