JHWEPV
CAI

J. H. Whitney Equity Partners VI’s Caris Life Sciences CAI Stock Holding History

J. H. Whitney Equity Partners VI’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201M Sell
11,256,615
-7,000,000
-38% -$125M 100% 1
2026
Q1 		$326M Sell
18,256,615
-2,000,000
-10% -$43.7M 100% 1
2025
Q4 		$547M Buy
+20,256,615
New +$571M 100% 1

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

J. H. Whitney Equity Partners VI's CAI Position: Q2 2026 in Review

J. H. Whitney Equity Partners VI reduced its Caris Life Sciences (CAI) stake by 38% in Q2 2026, selling an estimated $125M and leaving 11,256,615 shares worth $201M. The position accounts for 100% of the portfolio, ranked #1.

J. H. Whitney Equity Partners VI first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $547M in Q4 2025. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • J. H. Whitney Equity Partners VI held 11,256,615 shares of Caris Life Sciences worth $201M as of Q2 2026.
  • J. H. Whitney Equity Partners VI sold 7,000,000 Caris Life Sciences shares in Q2 2026, an estimated $125M.
  • Caris Life Sciences made up 100% of J. H. Whitney Equity Partners VI's portfolio in Q2 2026, its #1 holding.
  • J. H. Whitney Equity Partners VI first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • J. H. Whitney Equity Partners VI's Caris Life Sciences position peaked at $547M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on J. H. Whitney Equity Partners VI's 13F filing for Q2 2026, filed 12 Aug 2026.