Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Illumina Inc. (ILMN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 544,780 2.50 Reduce 5.38% 0.16 $123.26 $67,149,734 SEC
2025   Q4 575,768 2.91 Reduce 0.96% 0.02 $131.16 $75,517,696 SEC
2025   Q3 581,359 2.21 Reduce 0.14% <0.01 $94.97 $55,211,644 SEC
2025   Q2 582,190 2.51 Add 26.93% 0.53 $95.41 $55,546,768 SEC
2025   Q1 458,669 1.87 Add 11.88% 0.20 $79.34 $36,390,795 SEC
2024   Q4 409,955 2.53 Reduce 0.39% 0.01 $133.63 $54,782,256 SEC
2024   Q3 411,555 2.64 Reduce 0.80% 0.02 $130.41 $53,670,946 SEC
2024   Q2 414,858 2.30 Add 69.13% 0.94 $104.38 $43,302,876 SEC
2024   Q1 245,287 1.64 Add 1.92% 0.03 $137.32 $33,682,868 SEC
2023   Q4 240,678 1.78 Buy 1.78 $139.24 $33,511,959 SEC