Carlyle Group Inc.
Institutional investor · Portfolio as of Q3 2022
Top Holdings11 positions
ZOOMINFO TECHNOLOGIES INC-A | 38M | $1.6B | 50.3% | $50.72 | -17.88% | 10 qtrssince 2020-Q2 | Decreased 0 |
QUIDELORTHO CORP | 12.5M | $890.7M | 28.3% | $100.03 | -28.04% | 2 qtrssince 2022-Q2 | Unchanged 0 |
MKS INSTRS INC | 3.4M | $280.4M | 8.9% | $82.67 | 0.00% | 1 qtr | New 98 |
1LIFE HEALTHCARE INC | 13.6M | $233.5M | 7.4% | — | — | 11 qtrssince 2020-Q1 | Unchanged 0 |
VITRU LTD | 6.2M | $131M | 4.2% | — | — | 9 qtrssince 2020-Q3 | Unchanged 0 |
LIFE STORAGE INC | 86,000 | $9.5M | 0.3% | — | — | 1 qtr | New 49 |
CUBESMART | 220,500 | $8.8M | 0.3% | $32.92 | 0.00% | 1 qtr | New 49 |
SEACOR MARINE HLDGS INC | 1.2M | $6.7M | 0.2% | $11.06 | -52.46% | 16 qtrssince 2018-Q4 | Unchanged 0 |
SMART SH GLOBAL LTD | 4.8M | $3.4M | 0.1% | $1.12 | -38.39% | 2 qtrssince 2022-Q2 | Unchanged 0 |
SIRIUSPOINT LTD | 129,408 | $641,000 | 0.0% | $10.29 | -52.38% | 7 qtrssince 2021-Q1 | Unchanged 0 |
| 314,400 | $324,000 | 0.0% | — | — | 2 qtrssince 2022-Q2 | Unchanged 0 |
Carlyle Group Inc. manages $3.1B across 11 positions as of Q3 2022. Top holdings: GTM (50.3%), QDEL (28.3%), MKSI (8.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Added 3 new positions, exited 1, trimmed 1. Top move: MKSI (NEW, conviction 98). Portfolio: $3.1B across 11 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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