MIM
CARL

Monashee Investment Management’s Carlsmed CARL Stock Holding History

Monashee Investment Management’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
2025
Q4 		– Sell
-40,000
Closed -$536K – 71
2025
Q3 		$536K Buy
+40,000
New +$547K 0.27% 58

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monashee Investment Management's CARL Position: Q4 2025 in Review

Monashee Investment Management sold out of Carlsmed (CARL) in Q4 2025, closing a stake of 40,000 shares — an estimated $536K sold.

Monashee Investment Management first reported a position in CARL in Q3 2025 and held it in 1 quarter. The position peaked at $536K in Q3 2025. 57 funds tracked by Wall St. Rank hold CARL as of Q4 2025.

  • Monashee Investment Management reported no remaining Carlsmed position as of Q4 2025 after selling out during the quarter.
  • Monashee Investment Management sold 40,000 Carlsmed shares in Q4 2025, an estimated $536K.
  • Monashee Investment Management first reported a position in Carlsmed in Q3 2025 and held it in 1 quarter.
  • Monashee Investment Management's Carlsmed position peaked at $536K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Carlsmed as of Q4 2025.

Based on Monashee Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.