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JHWEPV

J. H. Whitney Equity Partners VI Portfolio holdings

AUM $326M
This Fund
S&P 500
This Quarter Est. Return
-10.81%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$547M
AUM Growth
–
Cap. Flow
+$571M
Cap. Flow %
104.39%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CAI
Caris Life Sciences
CAI
+$571M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAI
1
Caris Life Sciences
CAI
$4.43B
$547M 100%
+20,256,615
New +$571M

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J. H. Whitney Equity Partners VI's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for J. H. Whitney Equity Partners VI, which disclosed 1 position worth $547M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Caris Life Sciences: 20,256,615 shares worth $547M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets.

  • J. H. Whitney Equity Partners VI's largest Q4 2025 buy was Caris Life Sciences: 20,256,615 shares worth $547M.
  • J. H. Whitney Equity Partners VI's ten largest holdings make up 100% of its $547M portfolio in Q4 2025.
  • J. H. Whitney Equity Partners VI disclosed 1 position in Q4 2025, its first 13F filing on record.

Based on J. H. Whitney Equity Partners VI's 13F filing for Q4 2025, filed 13 Feb 2026.