Carlyle Group Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDLINE INC | 187.1M | $8.3B | 78.4% | $41.92 | -2.10% | 2 qtrssince 2025-Q4 | Decreased 0 |
STANDARDAERO INC | 84.6M | $2.2B | 20.6% | $27.63 | +1.07% | 6 qtrssince 2024-Q4 | Decreased 0 |
PHATHOM PHARMACEUTICALS INC | 3.5M | $38.8M | 0.4% | $7.87 | +60.14% | 13 qtrssince 2023-Q1 | Unchanged 0 |
PONY AI INC | 2.4M | $22.3M | 0.2% | $15.25 | -56.79% | 6 qtrssince 2024-Q4 | Unchanged 0 |
INVITATION HOMES INC | 664,100 | $16.5M | 0.2% | $27.77 | +6.58% | 13 qtrssince 2023-Q1 | Unchanged 0 |
CUBESMART | 220,500 | $8.1M | 0.1% | $33.47 | +20.08% | 15 qtrssince 2022-Q3 | Unchanged 0 |
Q32 BIO INC | 1.1M | $7.1M | 0.1% | $17.04 | -34.21% | 9 qtrssince 2024-Q1 | Unchanged 0 |
GETTY IMAGES HOLDINGS INC | 6.2M | $4.9M | 0.0% | $5.55 | -86.31% | 14 qtrssince 2022-Q4 | Unchanged 0 |
SPRUCE BIOSCIENCES INC | 38,620 | $2.5M | 0.0% | $9.70 | +416.19% | 3 qtrssince 2025-Q3 | Unchanged 0 |
FORWARD AIR CORP | 107,214 | $1.8M | 0.0% | $25.15 | -46.80% | 4 qtrssince 2025-Q2 | Unchanged 0 |
ADICET BIO INC | 184,295 | $1.3M | 0.0% | $7.93 | +11.35% | 2 qtrssince 2025-Q4 | Unchanged 0 |
KRISPY KREME INC | 340,748 | $1.2M | 0.0% | $14.92 | -76.94% | 9 qtrssince 2024-Q1 | Unchanged 0 |
ONKURE THERAPEUTICS INC | 269,895 | $1.1M | 0.0% | $8.27 | -48.25% | 6 qtrssince 2024-Q4 | Unchanged 0 |
JASPER THERAPEUTICS INC | 1.1M | $934,195 | 0.0% | $18.80 | -96.91% | 13 qtrssince 2023-Q1 | Unchanged 0 |
SUNPOWER INC | 433,158 | $550,111 | 0.0% | $1.39 | -53.93% | 11 qtrssince 2023-Q3 | Unchanged 0 |
HEARTFLOW INC | 20,438 | $497,256 | 0.0% | $23.87 | +11.94% | 1 qtr | New 36 |
SPYRE THERAPEUTICS INC | 9,620 | $485,233 | 0.0% | $31.88 | +206.59% | 2 qtrssince 2025-Q4 | Unchanged 0 |
N-ABLE INC | 93,732 | $437,728 | 0.0% | $13.07 | -67.64% | 9 qtrssince 2024-Q1 | Unchanged 0 |
EXICURE INC | 56,328 | $239,647 | 0.0% | $13.76 | -87.28% | 13 qtrssince 2023-Q1 | Unchanged 0 |
ROBINHOOD MKTS INC | 3,376 | $233,957 | 0.0% | $115.45 | -3.01% | 2 qtrssince 2025-Q4 | Unchanged 0 |
Carlyle Group Inc. manages $10.6B across 20 positions as of Q1 2026. Top holdings: MDLN (78.4%), SARO (20.6%), PHAT (0.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 1 new position, exited 1, trimmed 2. No standout high-conviction moves this quarter. Portfolio: $10.6B across 20 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
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer