Zevenbergen Capital Investments’s Carlsmed CARL Stock Holding History

Zevenbergen Capital Investments’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	$124K	Buy	+11,900	New	+$125K	﹤0.01%	109

Other funds holding CARL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Zevenbergen Capital Investments's CARL Position: Q2 2026 in Review

Zevenbergen Capital Investments opened a new position in Carlsmed (CARL) in Q2 2026: 11,900 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #109 among its holdings.

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

Zevenbergen Capital Investments held 11,900 shares of Carlsmed worth $124K as of Q2 2026.
Carlsmed was a new Zevenbergen Capital Investments position in Q2 2026.
Carlsmed made up ﹤0.01% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #109 holding.
26 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.