Zimmer Partners’s Carlsmed CARL Stock Holding History

Zimmer Partners’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	-50,000	Closed	-$670K	–	176
2025 Q3	$670K	Buy	+50,000	New	+$684K	0.01%	139

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners's CARL Position: Q4 2025 in Review

Zimmer Partners sold out of Carlsmed (CARL) in Q4 2025, closing a stake of 50,000 shares — an estimated $670K sold.

Zimmer Partners first reported a position in CARL in Q3 2025 and held it in 1 quarter. The position peaked at $670K in Q3 2025. 57 funds tracked by Wall St. Rank hold CARL as of Q4 2025.

Zimmer Partners reported no remaining Carlsmed position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 50,000 Carlsmed shares in Q4 2025, an estimated $670K.
Zimmer Partners first reported a position in Carlsmed in Q3 2025 and held it in 1 quarter.
Zimmer Partners's Carlsmed position peaked at $670K in Q3 2025.
57 funds tracked by Wall St. Rank held Carlsmed as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.