Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
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
2024   Q2 0 0.00 Sell 100.00% 0.74 $97.36–134.76 · VW $109.82i SEC
2024   Q1 250,603 0.74 Reduce 25.69% 0.23 $122.39–144.15 · VW $134.58i $33,475,458 SEC
2023   Q4 337,230 0.91 Reduce 36.87% 0.59 $86.58–140.01 · VW $111.12i $45,676,986 SEC
2023   Q3 534,159 1.60 Buy 1.60 $123.90–190.31 · VW $162.15i $71,332,061 SEC
Price snapshot:
Current price$190.05
52-week low$88.00
52-week high$196.66