Polen Capital's position in Illumina is currently worth $3.96 Million. That's 0.01% of their equity portfolio (74th largest holding). The first Illumina trade was made in Q3 2020. Since then Polen Capital bought shares eleven more times and sold shares on two occasions. The investor's estimated purchase price is $9.45 Million, resulting in a loss of 58%.
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of...
Insider Monkey, 3 months agoEnsemble Capital Management, an investment management company, released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. T...
Insider Monkey, 3 months agoPolen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be dow...
Insider Monkey, 6 months agoEnsemble Capital Management, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. D...
Insider Monkey, 9 months ago