David Shaw’s Carlsmed CARL Stock Holding History

David Shaw’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

PHP

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

SSA

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

David Shaw's CARL Position: Q2 2026 in Review

David Shaw 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: David Shaw previously reported a position in CARL as recently as Q3 2025.

David Shaw 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.

David Shaw held 60,439 shares of Carlsmed worth $627K as of Q2 2026.
Carlsmed was a new David Shaw position in Q2 2026.
Carlsmed made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4060 holding.
David Shaw 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.