Position in CARL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$45,818
+$5,682 QoQ
Shares Held
5,063
+55.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in CARL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026JPMORGAN CHASE & CO holds $925,182,487 across 35 Health Information Services names. CARL ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,428,378 | $426,568,870 | |
| 2 | TEM |
Tempus AI, Inc.
|
4,933,193 | $223,078,981 | |
| 3 | HQY |
Healthequity, Inc.
|
1,183,411 | $98,897,654 | |
| 4 | DOCS |
Doximity, Inc.
|
1,497,177 | $34,884,221 | |
| 5 | HNGE |
Hinge Health, Inc.
|
804,431 | $31,018,856 | |
| 6 | WAY |
Waystar Holding Corp.
|
1,029,208 | $24,814,203 | |
| 7 | TXG |
10x Genomics, Inc.
|
785,505 | $16,676,269 | |
| 8 | OMCL |
Omnicell, Inc.
|
378,468 | $12,633,259 |
All Filings in CARL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,818 | 5,063 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $40,136 | 3,250 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $36,608 | 2,734 | Shares | Defined | 2025-11-26 | |
| No filing history on record for this holder in this stock. | ||||||