RIL
CAI

Rothschild Investment LLC’s Caris Life Sciences CAI Stock Holding History

Rothschild Investment LLC’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$340 Buy
19
+16
+533% +$350 ﹤0.01% 3212
2025
Q4 		$81 Buy
+3
New +$84 ﹤0.01% 3233

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $326M AUM
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rothschild Investment LLC's CAI Position: Q1 2026 in Review

Rothschild Investment LLC increased its Caris Life Sciences (CAI) stake by 533% in Q1 2026, buying an estimated $350 and bringing the position to 19 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Rothschild Investment LLC first reported a position in CAI in Q4 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold CAI as of Q1 2026.

  • Rothschild Investment LLC held 19 shares of Caris Life Sciences worth $340 as of Q1 2026.
  • Rothschild Investment LLC bought 16 Caris Life Sciences shares in Q1 2026, an estimated $350.
  • Caris Life Sciences made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3212 holding.
  • Rothschild Investment LLC first reported a position in Caris Life Sciences in Q4 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Caris Life Sciences as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.