COURIER CAPITAL LLC

Position in CAI — Caris Life Sciences, Inc.

CIK 1015247 BUFFALO, NY

Position in CAI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$427,680

+$87,960 QoQ

Shares Held

24,000

+26.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#126

of 243 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

COURIER CAPITAL LLC holds $1,634,741 across 4 Biotechnology names. CAI ranks #3 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OCUL	Ocular Therapeutix, Inc	72,104	$708,061
2	IBRX	ImmunityBio, Inc.	56,000	$490,280
3	CAI	Caris Life Sciences, Inc. This page	24,000	$427,680
4	IVVD	Invivyd, Inc.	10,000	$8,720

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,680	24,000	+26.3%	Shares	Sole	2026-07-16
2026-03-31	$339,720	19,000	+122.2%	Shares	Sole	2026-04-23
2025-12-31	$230,679	8,550	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.