JT
CARL

Jupiter Topco’s Carlsmed CARL Stock Holding History

Jupiter Topco’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 		$13M Buy
+1,251,616
New +$13.2M 0.01% 753

Other funds holding CARL

PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return
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

Jupiter Topco's CARL Position: Q2 2026 in Review

Jupiter Topco opened a new position in Carlsmed (CARL) in Q2 2026: 1,251,616 shares worth $13M. The stake represents 0.01% of the portfolio and ranks #753 among its holdings.

71 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Jupiter Topco held 1,251,616 shares of Carlsmed worth $13M as of Q2 2026.
  • Carlsmed was a new Jupiter Topco position in Q2 2026.
  • Carlsmed made up 0.01% of Jupiter Topco's portfolio in Q2 2026, its #753 holding.
  • 71 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.