What does Carlyle Group Inc. hold?

Carlyle Group Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MDLN, SARO, PHAT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1527166.

What is Carlyle Group Inc.'s AUM?

Carlyle Group Inc. reported approximately $10.0B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $283.8B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Carlyle Group Inc.'s holdings?

All Carlyle Group Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1527166. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Carlyle Group Inc.'s 13F data updated on 13F Pro?

Carlyle Group Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Carlyle Group Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1527166

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13F Reported Value

ⓘ

$10.0B

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Carlyle Group Inc. disclosed 19 positions worth $10.0B in its Form 13F-HR for Q2 2026, led by $MDLN (Medline Inc.) at 73.8% of the equity portfolio, followed by $SARO and $PHAT. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $REPX and a full exit from $CUBE. The portfolio is most concentrated in Healthcare (74.2% 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

Stable

Sector Allocation

HealthcareIndustrialsReal EstateTechnologyConsumer StaplesEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

Medline Inc.
$MDLN
62.5#705
Quality
$7.4B187,083,713 sh
StandardAero, Inc.
$SARO
59.5#924
Quality
$2.5B84,587,035 sh
Phathom Pharmaceuticals, Inc.
$PHAT
40.9#2,083
Quality
$37.9M3,496,808 sh
Invitation Homes Inc.
$INVH
68.9
Quality
$20.0M662,900 sh
Pony AI Inc.
$PONY
—
Quality
$16.4M2,362,447 sh
Getty Images Holdings, Inc.
$GETY
28.2
Quality
$5.4M6,234,252 sh
SPRUCE BIOSCIENCES, INC.
$SPRB
—
Quality
$2.1M38,620 sh
SunPower Inc.
$SPWR
38.8
Quality
$1.6M2,343,750 sh
Adicet Bio, Inc.
$ACET
—
Quality
$1.6M184,295 sh
FORWARD AIR CORP
$FWRD
41.7
Quality
$1.4M107,214 sh

Company	Quality	Value	Shares
Medline Inc.$MDLN	62.5#705	$7.4B	187,083,713
StandardAero, Inc.$SARO	59.5#924	$2.5B	84,587,035
Phathom Pharmaceuticals, Inc.$PHAT	40.9#2,083	$37.9M	3,496,808
Invitation Homes Inc.$INVH	68.9	$20.0M	662,900
Pony AI Inc.$PONY	—	$16.4M	2,362,447
Getty Images Holdings, Inc.$GETY	28.2	$5.4M	6,234,252
SPRUCE BIOSCIENCES, INC.$SPRB	—	$2.1M	38,620
SunPower Inc.$SPWR	38.8	$1.6M	2,343,750
Adicet Bio, Inc.$ACET	—	$1.6M	184,295
FORWARD AIR CORP$FWRD	41.7	$1.4M	107,214

Unlock AI quality scores for every holding

32-signal composite ranking on each of Carlyle Group Inc.'s 19 positions.

Showing top 10 of 19 holdings.

Sector Allocation

Healthcare

$7.4B

Industrials

$2.5B

Real Estate

$20.0M

Technology

$17.3M

Consumer Staples

$1.2M

Energy

$818,054

Financials

$474,625

Full Holdings — Carlyle Group Inc. (Q2 2026)

All 19 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.	$7.4B	73.8%	+0%	62.5
2	$SARO	StandardAero, Inc.	$2.5B	25.3%	+0%	59.5
3	$PHAT	Phathom Pharmaceuticals, Inc.	$37.9M	0.4%	+0%	40.9
4	$INVH	Invitation Homes Inc.	$20.0M	0.2%	-0%	68.9
5	$PONY	Pony AI Inc.	$16.4M	0.2%	+0%	—
6	$GETY	Getty Images Holdings, Inc.	$5.4M	0.1%	+0%	28.2
7	$SPRB	SPRUCE BIOSCIENCES, INC.	$2.1M	0.0%	+0%	—
8	$SPWR	SunPower Inc.	$1.6M	0.0%	+441%	38.8
9	$ACET	Adicet Bio, Inc.	$1.6M	0.0%	+0%	—
10	$FWRD	FORWARD AIR CORP	$1.4M	0.0%	+0%	41.7
11	$OKUR	OnKure Therapeutics, Inc.	$1.2M	0.0%	+0%	—
12	$DNUT	Krispy Kreme, Inc.	$1.2M	0.0%	+0%	33.2
13	$FIXX	Q32 Bio Inc.	$769,020	0.0%	-95%	36.4
14	$REPX	Riley Exploration Permian, Inc.	$530,387	0.0%	NEW	63.7
15	$NBIS	Nebius Group N.V.	$509,810	0.0%	NEW	—
16	$HOOD	Robinhood Markets, Inc.	$474,625	0.0%	+40%	82.1
17	$JSPR	Jasper Therapeutics, Inc.	$448,866	0.0%	+0%	—
18	$NABL	N-able, Inc.	$343,996	0.0%	+0%	48.9
19	$METC	Ramaco Resources, Inc.	$287,667	0.0%	NEW	20.2

New Positions (3)

$REPX Riley Exploration Permian, Inc.$530,387

$NBIS Nebius Group N.V.$509,810

$METC Ramaco Resources, Inc.$287,667

Exited Positions (4)

$CUBE CubeSmart

$HTFL Heartflow, Inc.

$SYRE Spyre Therapeutics, Inc.

$XCUR EXICURE, INC.

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AI-Powered Hedge Fund Analysis: Carlyle Group Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Carlyle Group Inc. (SEC CIK: 1527166), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Carlyle Group Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.