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Disclosery

Southpoint Capital Advisors LP: ILMN position timeline

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

Southpoint Capital Advisors LP held 400,000 ILMN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,000 shares
    Change vs previous 13F -1,700,000 shares

    1.6% of the 13F portfolio, value $70,332,000.

    13F-HR 0001012975-26-000789 filed by Southpoint Capital Advisors LP
    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 2,100,000 shares
    Change vs previous 13F +349,536 shares

    5.33% of the 13F portfolio, value $258,846,000.

    13F-HR 0001012975-26-000456 filed by Southpoint Capital Advisors LP
    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 1,750,464 shares
    Change vs previous 13F +250,464 shares

    5.34% of the 13F portfolio, value $229,590,858.

    13F-HR 0001012975-26-000162 filed by Southpoint Capital Advisors LP
    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 1,500,000 shares
    Change vs previous 13F +400,000 shares

    3.74% of the 13F portfolio, value $142,455,000.

    13F-HR 0001012975-25-000765 filed by Southpoint Capital Advisors LP
    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 1,100,000 shares
    Change vs previous 13F +600,000 shares

    2.64% of the 13F portfolio, value $104,951,000.

    13F-HR 0001012975-25-000450 filed by Southpoint Capital Advisors LP
    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 500,000 shares
    Change vs previous 13F +500,000 shares

    0.96% of the 13F portfolio, value $39,670,000.

    13F-HR 0001012975-25-000254 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001012975-24-000491 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.