SS
CAI

SBI Securities’s Caris Life Sciences CAI Stock Holding History

SBI Securities’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
Q2 		$21K Buy
1,176
+732
+165% +$13.1K ﹤0.01% 1530
2026
Q1 		$7.94K Sell
444
-2
-0.4% -$44 ﹤0.01% 1837
2025
Q4 		$12K Sell
446
-780
-64% -$22K ﹤0.01% 1646
2025
Q3 		$37.1K Buy
1,226
+1,068
+676% +$34.1K ﹤0.01% 1200
2025
Q2 		$4.22K Buy
+158
New +$4.26K ﹤0.01% 2062

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SBI Securities's CAI Position: Q2 2026 in Review

SBI Securities increased its Caris Life Sciences (CAI) stake by 165% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,176 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

SBI Securities first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.1K in Q3 2025. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • SBI Securities held 1,176 shares of Caris Life Sciences worth $21K as of Q2 2026.
  • SBI Securities bought 732 Caris Life Sciences shares in Q2 2026, an estimated $13.1K.
  • Caris Life Sciences made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1530 holding.
  • SBI Securities first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • SBI Securities's Caris Life Sciences position peaked at $37.1K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.