Jim Simons
CARL

Jim Simons’s Carlsmed CARL Stock Holding History

Jim Simons’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 		$94.1K Sell
10,400
-13,900
-57% -$168K ﹤0.01% 3038
2025
Q4 		$300K Buy
+24,300
New +$323K ﹤0.01% 2762

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 $6.73T AUM 46.02% 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 $618M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's CARL Position: Q1 2026 in Review

Jim Simons reduced its Carlsmed (CARL) stake by 57% in Q1 2026, selling an estimated $168K and leaving 10,400 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Jim Simons first reported a position in CARL in Q4 2025 and has held it in 2 quarters since. The position peaked at $300K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Jim Simons held 10,400 shares of Carlsmed worth $94.1K as of Q1 2026.
  • Jim Simons sold 13,900 Carlsmed shares in Q1 2026, an estimated $168K.
  • Carlsmed made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #3038 holding.
  • Jim Simons first reported a position in Carlsmed in Q4 2025 and has held it in 2 quarters since.
  • Jim Simons's Carlsmed position peaked at $300K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.