Casdin Capital ILMN Position
Active6-Fund ConvergenceCasdin Capital increased their position in Illumina Inc. (ILMN) in Q4 2025, holding $78.7M worth of shares across 600,000 shares.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
ILMN is a convergence signal: 6 specialist biotech funds hold this stock, suggesting high institutional conviction.
About Illumina Inc.
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.
Full company profile →Short Interest
7.4%
3.6 days to cover
Casdin Capital ILMN Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Increased | 600,000 | +75,000 | $78.7M |
| Q3 2025 | Decreased | 525,000 | -120,000 | $49.9M |
| Q2 2025 | Increased | 645,000 | +50,000 | $61.5M |
| Q1 2025 | Decreased | 595,000 | -155,000 | $47.2M |
| Q4 2024 | Held | 750,000 | — | $100.2M |
| Q3 2024 | Increased | 750,000 | +270,000 | $97.8M |
| Q2 2024 | Increased | 480,000 | +232,000 | $50.1M |
| Q1 2024 | Decreased | 248,000 | -65,000 | $34.1M |
| Q4 2023 | Increased | 313,000 | +288,000 | $43.6M |
| Q3 2023 | Decreased | 25,000 | -130,000 | $3.4M |
| Q2 2023 | Decreased | 155,000 | -120,000 | $29.1M |
| Q1 2023 | New | 275,000 | +275,000 | $64.0M |
Frequently Asked Questions
Does Casdin Capital own ILMN?
Yes. As of Q4 2025, Casdin Capital holds 600,000 shares of Illumina Inc. (ILMN) valued at $78.7M. This data comes from their SEC 13F filing.
How many hedge funds own ILMN?
6 specialist biotech hedge funds currently hold ILMN, including RTW Investments, Perceptive Advisors, Driehaus Capital and 2 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Casdin Capital first buy ILMN?
Casdin Capital's position in ILMN was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Casdin Capital's ILMN position increasing or decreasing?
Casdin Capital increased their ILMN position in the most recent quarter, adding 75,000 shares.
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