
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.
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.
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