Carlyle-Tactical PRVT CRDT-ITAKIX
13F holders, Q2 2025 (June 30)1holders
0new positions
0sold out
$8.41avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Carlyle-Tactical PRVT CRDT-I (TAKIX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was BIP Wealth, LLC ($402K).
- Company
- Carlyle-Tactical PRVT CRDT-I
- CUSIP
- 143106201
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,054 shares bought, net +1,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| BIP Wealth, LLC | 0.02% | Add +2.3% | 47,833 | $402K |
"% of holder's portfolio" is TAKIX's weight in each manager's 13F, not the share of Carlyle-Tactical PRVT CRDT-I the manager owns.