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Carlyle Group Inc.

investment adviserUpdated 34 days ago

Managed by Carlyle Group Inc. • Latest filing Q2 2026

Portfolio value
$10B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
46.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$3.4B
Q2 2023$2.8B
Q3 2023$2.3B
Q4 2023$2.1B
Q1 2024$1.6B
Q2 2024$1.1B
Q3 2024$954.2M
Q4 2024$4.1B
Q1 2025$3.8B
Q2 2025$5B
Q3 2025$4.3B
Q4 2025$13.6B
Q1 2026$10.6B
Q2 2026$10B

Top holdings

19 positions as of Q2 2026

View filing
M

Medline Inc

Value
$7.4B
Shares
187.08M
% Port
73.78%
S

Standardaero Inc

Value
$2.5B
Shares
84.59M
% Port
25.30%
P

Phathom Pharmaceuticals Inc

Value
$37.9M
Shares
3.50M
% Port
0.38%
I

Invitation Homes Inc

Value
$20M
Shares
662.9K
% Port
0.20%
P

Pony Ai Inc

Value
$16.4M
Shares
2.36M
% Port
0.16%
G

Getty Images Holdings Inc

Value
$5.4M
Shares
6.23M
% Port
0.05%
?
7.N/A

Spruce Biosciences Inc

Value
$2.1M
Shares
38.6K
% Port
0.02%
S

SunPower Inc

Value
$1.6M
Shares
2.34M
% Port
0.02%
A

Adicet Bio Inc

Value
$1.6M
Shares
184.3K
% Port
0.02%
F
10.FWRD

Forward Air Corp

Value
$1.4M
Shares
107.2K
% Port
0.01%
O
11.OKUR

Onkure Therapeutics Inc

Value
$1.2M
Shares
269.9K
% Port
0.01%
L
12.LKQ

Krispy Kreme Inc

Value
$1.2M
Shares
340.7K
% Port
0.01%
Q
13.QTTB

Q32 Bio Inc

Value
$769K
Shares
60.4K
% Port
0.01%
R
14.RBBN

Riley Exploration Permian In

Value
$530K
Shares
16.1K
% Port
0.01%
N
15.NBIS

Nebius Group N.V.

Value
$510K
Shares
1.8K
% Port
0.01%
H
16.HOOD

Robinhood Mkts Inc

Value
$475K
Shares
4.7K
% Port
0.00%
J

Jasper Therapeutics Inc

Value
$449K
Shares
1.07M
% Port
0.00%
N
18.NABL

N-able Inc

Value
$344K
Shares
93.7K
% Port
0.00%
M

Ramaco Res Inc

Value
$288K
Shares
21.7K
% Port
0.00%

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