D.E. Shaw & Co’s Carlsmed CARL Stock Holding History

D.E. Shaw & Co’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 Q2	$627K	Buy	+60,439	New	+$635K	﹤0.01%	4060
2025 Q4	–	Sell	-10,037	Closed	-$134K	–	5121
2025 Q3	$134K	Buy	+10,037	New	+$137K	﹤0.01%	4332

Other funds holding CARL

Jupiter Topco New York $245B AUM

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM Capital Shawnee, Kansas $618M AUM

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co's CARL Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in Carlsmed (CARL) in Q2 2026: 60,439 shares worth $627K. The stake represents ﹤0.01% of the portfolio and ranks #4060 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in CARL as recently as Q3 2025.

D.E. Shaw & Co first reported a position in CARL in Q3 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

D.E. Shaw & Co held 60,439 shares of Carlsmed worth $627K as of Q2 2026.
Carlsmed was a new D.E. Shaw & Co position in Q2 2026.
Carlsmed made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #4060 holding.
D.E. Shaw & Co first reported a position in Carlsmed in Q3 2025 and has held it in 2 quarters since.
74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.