Carlyle Group Inc.
13F Reported Value
ⓘ$10.6B
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Carlyle Group Inc. disclosed 20 positions worth $10.6B in its Form 13F-HR for Q1 2026, led by $MDLN (Medline Inc.) at 78.4% of the equity portfolio, followed by $SARO and $PHAT. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $HTFL and a full exit from $NCNA. The portfolio is most concentrated in Healthcare (78.9% of disclosed assets). All figures are sourced directly from Carlyle Group Inc.’s Form 13F-HR filing with the SEC under CIK 1527166.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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- —
Quality
$8.3B187,083,713 sh - 67.4#467
Quality
$2.2B84,587,035 sh - 32.5#2,264
Quality
$38.8M3,496,808 sh - —
Quality
$22.3M2,362,447 sh - 59.7
Quality
$16.5M664,100 sh - 64.7
Quality
$8.1M220,500 sh - 23.1
Quality
$7.1M1,102,741 sh - 42.8
Quality
$4.9M6,234,252 sh - —
Quality
$2.5M38,620 sh - 52.4
Quality
$1.8M107,214 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Medline Inc.$MDLN | — | $8.3B | 187,083,713 |
 StandardAero, Inc.$SARO | 67.4#467 | $2.2B | 84,587,035 |
 Phathom Pharmaceuticals, Inc.$PHAT | 32.5#2,264 | $38.8M | 3,496,808 |
 Pony AI Inc.$PONY | — | $22.3M | 2,362,447 |
 Invitation Homes Inc.$INVH | 59.7 | $16.5M | 664,100 |
 CubeSmart$CUBE | 64.7 | $8.1M | 220,500 |
 Q32 Bio Inc.$QTTB | 23.1 | $7.1M | 1,102,741 |
 Getty Images Holdings, Inc.$GETY | 42.8 | $4.9M | 6,234,252 |
 SPRUCE BIOSCIENCES, INC.$SPRB | — | $2.5M | 38,620 |
 FORWARD AIR CORP$FWRD | 52.4 | $1.8M | 107,214 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Carlyle Group Inc.'s 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Healthcare
$8.4B
Industrials
$2.2B
Real Estate
$24.6M
Technology
$22.7M
Consumer Staples
$1.2M
Financials
$233,957
Full Holdings — Carlyle Group Inc. (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MDLN | Medline Inc. | $8.3B | 78.4% | -13% | — |
| 2 | $SARO | StandardAero, Inc. | $2.2B | 20.6% | -45% | 67.4 |
| 3 | $PHAT | Phathom Pharmaceuticals, Inc. | $38.8M | 0.4% | +0% | 32.5 |
| 4 | $PONY | Pony AI Inc. | $22.3M | 0.2% | +0% | — |
| 5 | $INVH | Invitation Homes Inc. | $16.5M | 0.2% | +0% | 59.7 |
| 6 | $CUBE | CubeSmart | $8.1M | 0.1% | +0% | 64.7 |
| 7 | $QTTB | Q32 Bio Inc. | $7.1M | 0.1% | +0% | 23.1 |
| 8 | $GETY | Getty Images Holdings, Inc. | $4.9M | 0.1% | +0% | 42.8 |
| 9 | $SPRB | SPRUCE BIOSCIENCES, INC. | $2.5M | 0.0% | +0% | — |
| 10 | $FWRD | FORWARD AIR CORP | $1.8M | 0.0% | +0% | 52.4 |
| 11 |  $ACET | Adicet Bio, Inc. | $1.3M | 0.0% | +0% | — |
| 12 |  $DNUT | Krispy Kreme, Inc. | $1.2M | 0.0% | +0% | 24.9 |
| 13 |  $OKUR | OnKure Therapeutics, Inc. | $1.1M | 0.0% | +0% | — |
| 14 |  $JSPR | Jasper Therapeutics, Inc. | $934,195 | 0.0% | +0% | — |
| 15 |  $SPWR | SunPower Inc. | $550,111 | 0.0% | +0% | 38 |
| 16 |  $HTFL | Heartflow, Inc. | $497,256 | 0.0% | NEW | 45.3 |
| 17 |  $SYRE | Spyre Therapeutics, Inc. | $485,233 | 0.0% | +0% | — |
| 18 |  $NABL | N-able, Inc. | $437,728 | 0.0% | +0% | 45.1 |
| 19 |  $XCUR | EXICURE, INC. | $239,647 | 0.0% | +0% | — |
| 20 |  $HOOD | Robinhood Markets, Inc. | $233,957 | 0.0% | +0% | 75.8 |
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