Carlyle Group Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings19 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDLINE INC | 187.1M | $7.4B | 73.8% | $41.92 | -17.51% | 3 qtrssince 2025-Q4 | Unchanged 0 |
STANDARDAERO INC | 84.6M | $2.5B | 25.3% | $27.63 | -8.92% | 7 qtrssince 2024-Q4 | Unchanged 0 |
PHATHOM PHARMACEUTICALS INC | 3.5M | $37.9M | 0.4% | $7.87 | +11.37% | 14 qtrssince 2023-Q1 | Unchanged 0 |
INVITATION HOMES INC | 662,900 | $20M | 0.2% | $27.77 | +7.62% | 14 qtrssince 2023-Q1 | Decreased 0 |
PONY AI INC | 2.4M | $16.4M | 0.2% | $15.25 | -52.26% | 7 qtrssince 2024-Q4 | Unchanged 0 |
GETTY IMAGES HOLDINGS INC | 6.2M | $5.4M | 0.1% | $5.55 | -94.95% | 15 qtrssince 2022-Q4 | Unchanged 0 |
SPRUCE BIOSCIENCES INC | 38,620 | $2.1M | 0.0% | $9.70 | +533.81% | 4 qtrssince 2025-Q3 | Unchanged 0 |
SUNPOWER INC | 2.3M | $1.6M | 0.0% | $0.82 | -63.34% | 12 qtrssince 2023-Q3 | Increased 44 |
ADICET BIO INC | 184,295 | $1.6M | 0.0% | $7.93 | +12.86% | 3 qtrssince 2025-Q4 | Unchanged 0 |
FORWARD AIR CORP | 107,214 | $1.4M | 0.0% | $25.15 | -29.90% | 5 qtrssince 2025-Q2 | Unchanged 0 |
ONKURE THERAPEUTICS INC | 269,895 | $1.2M | 0.0% | $8.27 | -54.05% | 7 qtrssince 2024-Q4 | Unchanged 0 |
KRISPY KREME INC | 340,748 | $1.2M | 0.0% | $14.92 | -76.94% | 10 qtrssince 2024-Q1 | Unchanged 0 |
Q32 BIO INC | 60,363 | $769,020 | 0.0% | $17.04 | -5.05% | 10 qtrssince 2024-Q1 | Decreased 0 |
RILEY EXPLORATION PERMIAN IN | 16,092 | $530,387 | 0.0% | $32.56 | +14.99% | 1 qtr | New 37 |
NEBIUS GROUP NV | 1,846 | $509,810 | 0.0% | $276.17 | -22.54% | 1 qtr | New 36 |
ROBINHOOD MARKETS INC - A | 4,733 | $474,625 | 0.0% | $111.10 | -2.30% | 3 qtrssince 2025-Q4 | Increased 35 |
JASPER THERAPEUTICS INC | 1.1M | $448,866 | 0.0% | $18.80 | -96.18% | 14 qtrssince 2023-Q1 | Unchanged 0 |
N-ABLE INC | 93,732 | $343,996 | 0.0% | $13.07 | -70.93% | 10 qtrssince 2024-Q1 | Unchanged 0 |
RAMACO RES INC | 21,743 | $287,667 | 0.0% | $13.23 | -4.01% | 1 qtr | New 35 |
Carlyle Group Inc. manages $10B across 19 positions as of Q2 2026. Top holdings: MDLN (73.8%), SARO (25.3%), PHAT (0.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 1.5/5.0.
Added 3 new positions, exited 4, increased 2, trimmed 2. Top move: SPWR (INCREASED, conviction 44). Portfolio: $10.0B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR