Carillon Fund Flags Guardant Health’s FDA Filings, $13.6B Market Cap
Guardant Health closed at $104.85 on February 13 with a one-month return of -6.50% but up 117.89% over the past year, and holds a $13.62 billion market cap. The Carillon Eagle Small Cap Growth Fund highlighted FDA submissions, expanded reimbursement and margin improvements that could drive cash-flow breakeven ahead of schedule.
1. Carillon Eagle Fund Highlights Guardant Health
In its fourth-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund identified Guardant Health as one of its top five holdings and a leading contributor to fund performance.
2. Stock Performance and Market Cap
Guardant Health shares closed at $104.85 on February 13, posted a one-month decline of 6.50% but surged 117.89% over the latest twelve months, giving the company a market capitalization near $13.62 billion. Hedge fund ownership rose to 50 portfolios at year-end, up from 46 in the prior quarter.
3. Strategic Progress and Cash-Flow Outlook
Guardant Health’s liquid biopsy technology supports sensitive cancer detection, therapy selection and multi-cancer screening, targeting a substantial addressable market. The company has submitted tests to the FDA, secured expanded reimbursement coverage and improved margins, positioning it to potentially reach cash-flow breakeven ahead of schedule.