Ensemble Capital acquired 252 Thousand Illumina shares worth $29.7 Million. That's 2.50% of their equity portfolio (17th largest holding). The first Illumina trade was made in Q4 2020. Since then Ensemble Capital bought shares ten more times and sold shares on two occasions. The investor's estimated purchase price is $92.8 Million, resulting in a loss of 68%.
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of...
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