Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Illumina, Inc. (ILMN)
← All ILMN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 306,460 3.92 Reduce 18.09% 0.92 $112.65–155.53 · VW $132.90i $37,774,000 SEC
2025   Q4 374,160 5.10 Reduce 4.21% 0.17 $88.00–138.80 · VW $122.35i $49,075,000 SEC
2025   Q3 390,600 4.04 Buy 4.04 $90.62–111.00 · VW $99.48i $37,095,000 SEC
Price snapshot:
Current price$190.05
Avg. buy price$94.97
+/- since buy100.12%
52-week low$88.00
52-week high$196.66