• 13F History

Carnegie Lake Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$248M
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 163 stock holdings with total value $248M as of Q4 2024. Top holdings included MSFT, BRKB, UNH, AAPL, and SYK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 163 $248M +$8.04M -$12M -$3.95M MSFT, BRKB, UNH, AAPL, SYK 13F-HR 1/29/2025, 11:01 AM
Q3 2024 157 $253M $0 $0 UNH, MSFT, BRKB, AAPL, SYK 13F-HR 11/4/2024, 01:26 PM