Carlyle Group Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings19 positions
 Medline Inc. | 187.1M | $7.4B | 73.8% | $42.00 | -18.83% | 3 qtrssince 2025-Q4 | Unchanged 0 |
 StandardAero, Inc. | 84.6M | $2.5B | 25.3% | $27.16 | -7.10% | 7 qtrssince 2024-Q4 | Unchanged 0 |
 Phathom Pharmaceuticals, Inc. | 3.5M | $37.9M | 0.4% | $8.29 | -30.79% | 14 qtrssince 2023-Q1 | Unchanged 0 |
 Invitation Homes Inc. | 662,900 | $20M | 0.2% | $27.14 | -2.00% | 14 qtrssince 2023-Q1 | Decreased 0 |
 Pony AI Inc. | 2.4M | $16.4M | 0.2% | $14.35 | -68.29% | 7 qtrssince 2024-Q4 | Unchanged 0 |
 GETTY IMAGES HOLDINGS INC | 6.2M | $5.4M | 0.1% | $5.55 | -99.71% | 15 qtrssince 2022-Q4 | Unchanged 0 |
SP Spruce Biosciences, Inc. | 38,620 | $2.1M | 0.0% | $8.95 | +378.32% | 4 qtrssince 2025-Q3 | Unchanged 0 |
 SunPower Inc. | 2.3M | $1.6M | 0.0% | $0.82 | -72.33% | 12 qtrssince 2023-Q3 | Increased 44 |
 Adicet Bio, Inc. | 184,295 | $1.6M | 0.0% | $8.42 | -62.35% | 3 qtrssince 2025-Q4 | Unchanged 0 |
 Forward Air Corporation | 107,214 | $1.4M | 0.0% | $24.54 | -25.02% | 5 qtrssince 2025-Q2 | Unchanged 0 |
 OnKure Therapeutics, Inc. | 269,895 | $1.2M | 0.0% | $8.60 | -70.93% | 7 qtrssince 2024-Q4 | Unchanged 0 |
 Krispy Kreme, Inc. | 340,748 | $1.2M | 0.0% | $14.92 | -78.08% | 10 qtrssince 2024-Q1 | Unchanged 0 |
 Q32 Bio Inc. | 60,363 | $769,020 | 0.0% | $17.04 | -48.59% | 10 qtrssince 2024-Q1 | Decreased 0 |
 Riley Exploration Permian, Inc. | 16,092 | $530,387 | 0.0% | $32.30 | +45.30% | 1 qtr | New 37 |
 Nebius Group N.V. | 1,846 | $509,810 | 0.0% | $276.17 | -45.09% | 1 qtr | New 36 |
 Robinhood Markets, Inc. | 4,733 | $474,625 | 0.0% | $109.42 | -21.70% | 3 qtrssince 2025-Q4 | Increased 35 |
 Jasper Therapeutics, Inc. | 1.1M | $448,866 | 0.0% | $29.36 | -98.37% | 10 qtrssince 2024-Q1 | Unchanged 0 |
 N-able, Inc. | 93,732 | $343,996 | 0.0% | $13.07 | -61.44% | 10 qtrssince 2024-Q1 | Unchanged 0 |
 Ramaco Resources, Inc. | 21,743 | $287,667 | 0.0% | $13.23 | -49.06% | 1 qtr | New 35 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $3,803,733,001 | -8.32644246964% |
| 2025-Q2 | $5,032,012,385 | 32.2914196048% |
| 2025-Q3 | $4,337,675,517 | -13.7983934632% |
| 2025-Q4 | $13,566,904,392 | 212.76900125% |
| 2026-Q1 | $10,619,090,498 | -21.7279772071% |
| 2026-Q2 | $10,000,861,951 | -5.82185966978% |
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 REPX, NBIS and METC; exited CUBE, HTFL, SYRE and 1 more; increased 2, led by SPWR (+1.9M shares); trimmed 2, led by QTTB (−1M shares). Top move: SPWR (INCREASED, conviction 44). Portfolio: $10.0B across 19 positions.
Top holdings by portfolio weight
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Position Outcomes
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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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No active accumulation streaks detected for this filer.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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