BGM
CARL

Burkehill Global Management’s Carlsmed CARL Stock Holding History

Burkehill Global Management’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$453K Hold
50,000
– – 0.02% 172
2025
Q4 		$618K Hold
50,000
– – 0.04% 155
2025
Q3 		$670K Buy
+50,000
New +$684K 0.04% 136

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burkehill Global Management's CARL Position: Q1 2026 in Review

Burkehill Global Management held its Carlsmed (CARL) position steady in Q1 2026 at 50,000 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #172.

Burkehill Global Management first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $670K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Burkehill Global Management held 50,000 shares of Carlsmed worth $453K as of Q1 2026.
  • Burkehill Global Management left its Carlsmed share count unchanged in Q1 2026.
  • Carlsmed made up 0.02% of Burkehill Global Management's portfolio in Q1 2026, its #172 holding.
  • Burkehill Global Management first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Burkehill Global Management's Carlsmed position peaked at $670K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Burkehill Global Management's 13F filing for Q1 2026, filed 15 May 2026.