KCM Capital’s Carlsmed CARL Stock Holding History

KCM Capital’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	$4.57M	Buy	440,000 +240,000	+120%	+$2.52M	0.74%	23
2026 Q1	$1.81M	Buy	+200,000	New	+$2.42M	0.29%	31

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

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KCM Capital's CARL Position: Q2 2026 in Review

KCM Capital increased its Carlsmed (CARL) stake by 120% in Q2 2026, buying an estimated $2.52M and bringing the position to 440,000 shares worth $4.57M. The position accounts for 0.74% of the portfolio, ranked #23.

KCM Capital first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

KCM Capital held 440,000 shares of Carlsmed worth $4.57M as of Q2 2026.
KCM Capital bought 240,000 Carlsmed shares in Q2 2026, an estimated $2.52M.
Carlsmed made up 0.74% of KCM Capital's portfolio in Q2 2026, its #23 holding.
KCM Capital first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on KCM Capital's 13F filing for Q2 2026, filed 12 Aug 2026.