§ 13F · FUND PROFILE
Carnegie Lake Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252.6B (13F)Positions · 163Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$262.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 29K | $13.8T | 5.3% | NEW |
| 2 | AAPL | APPLE INC | 49K | $13.4T | 5.1% | NEW |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12.2T | 4.7% | NEW |
| 4 | SYK | STRYKER CORPORATION | 27K | $9.5T | 3.6% | NEW |
| 5 | GOOG | ALPHABET INC | 28K | $8.8T | 3.3% | NEW |
| 6 | UNH | UNITEDHEALTH GROUP INC | 24K | $8.1T | 3.1% | NEW |
| 7 | AMGN | AMGEN INC | 23K | $7.6T | 2.9% | NEW |
| 8 | WCC | WESCO INTL INC | 31K | $7.6T | 2.9% | NEW |
| 9 | PH | PARKER-HANNIFIN CORP | 8K | $7.4T | 2.8% | NEW |
| 10 | JPM | JPMORGAN CHASE & CO. | 21K | $6.7T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARNEGIE SIGNAL
AC read
Carnegie Lake Advisors LLC is a Other fund managing $252.6 trillion in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed