# Illumina (ILMN): value investors who own it | moatshark

2 value investors held Illumina in their Q2 2026 13F, led by Patient Capital Management, Century Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Patient Capital Management | 2.0% | $60.7m | Trimmed -37% | 11 |
| Century Management | 1.6% | $7.7m | Trimmed -2.6% | 18 |
| Triple Frond Partners | 0.0% | $0k | Sold out | 3 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-04 | Meister Keith A. | Director | Sold | 100650 | $22.0m |
| 2026-09-04 | Meister Keith A. | Director | Sold | 11351 | $2.5m |
| 2026-09-04 | Meister Keith A. | Director | Sold | 7500 | $1.6m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 14196 | $3.1m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 13717 | $3.0m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 13261 | $2.9m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 9961 | $2.2m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 9721 | $2.1m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 8439 | $1.8m |
| 2026-09-03 | Meister Keith A. | Director | Sold | 6656 | $1.5m |
| 2026-09-02 | Meister Keith A. | Director | Sold | 57488 | $12.3m |
| 2026-09-02 | Meister Keith A. | Director | Sold | 10620 | $2.3m |
| 2026-08-27 | Meister Keith A. | Director | Sold | 54309 | $12.4m |
| 2026-08-27 | Meister Keith A. | Director | Sold | 28439 | $6.6m |
| 2026-08-27 | Meister Keith A. | Director | Sold | 24363 | $5.6m |
| 2026-08-27 | Meister Keith A. | Director | Sold | 16990 | $3.9m |
| 2026-08-27 | Meister Keith A. | Director | Sold | 9405 | $2.2m |
| 2026-08-27 | Meister Keith A. | Director | Sold | 4873 | $1.1m |
| 2026-08-26 | Meister Keith A. | Director | Sold | 53123 | $12.0m |
| 2026-08-26 | Meister Keith A. | Director | Sold | 38213 | $8.6m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ilmn). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.