13F Filings History of Carnegie Lake Advisors LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$262,558,374
Signature - Title
Ashleigh Swayze - Counsel
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by Carnegie Lake Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carnegie Lake Advisors LLC reported 165 stock holdings with total value $262,558,374 as of Q4 2025. Top holdings included MSFT, AAPL, BRKB, SYK, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 165 $262,558,374 +$6,085,100 -$8,705,253 -$2,620,153 MSFT, AAPL, BRKB, SYK, GOOG 13F-HR 09 Feb 2026, 21:43
Q3 2025 166 $259,864,622 +$4,618,087 -$7,763,037 -$3,144,950 MSFT, BRKB, AAPL, SYK, UNH 13F-HR 20 Oct 2025, 12:42
Q2 2025 163 $252,595,000 +$9,254,248 -$8,838,088 +$416,160 MSFT, BRKB, SYK, AAPL, UNH 13F-HR 06 Aug 2025, 15:24
Q1 2025 162 $246,402,000 +$8,528,082 -$6,186,996 +$2,341,086 BRKB, UNH, MSFT, AAPL, SYK 13F-HR 05 May 2025, 10:30
Q4 2024 163 $247,821,000 +$8,037,129 -$11,985,006 -$3,947,877 MSFT, BRKB, UNH, AAPL, SYK 13F-HR 29 Jan 2025, 11:01
Q3 2024 157 $252,731,000 $0 $0 $0 UNH, MSFT, BRKB, AAPL, SYK 13F-HR 04 Nov 2024, 13:26