What smart money is saying about Illumina, Inc.
3 funds in our archive have pitched Illumina, Inc. — most recently Baron Global Advantage Fund in June 2025.
Illumina, Inc. provides sequencing and array-based solutions for genetic and genomic analysis. Its products and services serve customers in a range of markets enabling the adoption of genomic solutions in research and clinical settings for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments. The company provides instruments and consumables used in genetic analysis; and genotyping and sequencing services, instrument service contracts, and development and licensing agreements, as well as cancer detection testing services. Its customers include genomic research centers, academic institutions, government laboratories, and hospitals, as well as pharmaceutical, biotechnology, commercial molecular diagnostic laboratories, and consumer genomics companies. The company markets and distributes its products directly to customers in North America, Europe, Latin America, and the Asia-Pacific region, as well as sells through life-science distributors in various markets within Europe, the Asia-Pacific region, Latin America, the Middle East, and Africa. The company was incorporated in 1998 and is based in San Diego, California.
Get an email when a fund writes about it
Position history
Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Illumina, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions
- June 2026
“Portfolio Commentary Hardman Johnston’s Large Cap Equity composite delivered a return of 9.5% in the second quarter and 10.1% for the first six months of 2026, both net of fees. These compared to 15.2% and 10.2% for the S&P 500 Index. In the quarter, performance was driven by gains in Illumina, Inc., SharkNinja, Inc., and Vertiv Holdings Co.”
Illumina, Inc. - June 2026
“• Biotechnology company Illumina is the leading producer of next- generation sequencing systems, which are used to sequence DNA for research and are increasingly important in cancer diagnosis and treatment.”
Illumina, Inc. - March 2026
“Edwards Lifesciences Corp. United States 2.7 Health Care Equipment & Supplies Illumina, Inc. United States 2.5 Life Sciences Tools & Services”
Illumina, Inc. - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies Illumina, Inc. United States 2.0 Life Sciences Tools & Services”
Illumina, Inc.
Fund coverage · 3 theses
- Baron Global Advantage FundJune 2025
Illumina, Inc. is a leading DNA sequencing platform with strong long-term growth potential despite recent pressures, driven by its competitive advantages in the expanding $40 billion clinical diagnostics market.
Read the full thesis - Diamond Hill Small Mid Cap FundMarch 2025
Illumina is a leader in genetic sequencing with an 80% market share, strong fundamentals, and promising long-term growth potential despite recent share price pressures.
Read the full thesis - Brown AdvisoryDecember 2024
Illumina is a leading U.S. life science and diagnostics company that has revolutionized gene sequencing, significantly reducing costs and driving growth in personalized medicine, while maintaining a dominant market share and high customer switching costs.
Read the full thesis
Read every full thesis on Illumina, Inc.
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→