Perigon Wealth Management, LLC
Position in CAI — Caris Life Sciences, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in CAI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$437,944
+$196,564 QoQ
Shares Held
24,576
+82.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#125
of 246 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in CAI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $16,607,198 across 16 Biotechnology names. CAI ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
7,164 | $4,467,040 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
8,834 | $4,388,112 | |
| 3 | FDMT |
4D Molecular Therapeutics, Inc.
|
146,185 | $1,944,260 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
22,976 | $1,253,111 | |
| 5 | ONC |
BeOne Medicines Ltd.
|
2,551 | $726,958 | |
| 6 | VERA |
Vera Therapeutics, Inc.
|
15,850 | $680,123 | |
| 7 | BNTX |
BioNTech SE
|
5,837 | $543,132 | |
| 8 | INCY |
Incyte Corp
|
4,062 | $460,468 |
All Filings in CAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,944 | 24,576 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $241,380 | 13,500 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||