Carnegie Lake Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $248 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14M, Berkshire Hathaway Inc Class B with a value of $13.8M, Unitedhealth Group Inc with a value of $13.1M, Apple Inc. with a value of $12.7M, and Stryker Corp with a value of $9.83M.
Examining the 13F form we can see an decrease of $4.91M in the current position value, from $253M to 248M.
Carnegie Lake Advisors LLC is based out at Princeton, NJ
Below you can find more details about Carnegie Lake Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$248 Million
Healthcare: $48.5 Million
Financial Services: $41.5 Million
Technology: $35.9 Million
Consumer Cyclical: $21.7 Million
Industrials: $21.4 Million
Consumer Defensive: $19.5 Million
Communication Services: $18 Million
Energy: $15.6 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
