Carlyle Group Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDLINE INC | 215.3M | $9B | 66.7% | $41.92 | 0.00% | 1 qtr | New 100 |
STANDARDAERO INC | 152.7M | $4.4B | 32.3% | $27.63 | +4.18% | 5 qtrssince 2024-Q4 | Unchanged 0 |
PHATHOM PHARMACEUTICALS INC | 3.5M | $58M | 0.4% | $7.87 | +114.87% | 12 qtrssince 2023-Q1 | Unchanged 0 |
PONY AI INC | 2.4M | $34.3M | 0.3% | $15.25 | -4.00% | 5 qtrssince 2024-Q4 | Unchanged 0 |
INVITATION HOMES INC | 664,100 | $18.5M | 0.1% | $27.77 | +0.67% | 12 qtrssince 2023-Q1 | Increased 48 |
GETTY IMAGES HOLDINGS INC | 6.2M | $8.4M | 0.1% | $5.55 | -77.12% | 13 qtrssince 2022-Q4 | Unchanged 0 |
CUBESMART | 220,500 | $7.9M | 0.1% | $33.47 | +6.90% | 14 qtrssince 2022-Q3 | Unchanged 0 |
Q32 BIO INC | 1.1M | $3.6M | 0.0% | $17.04 | -81.22% | 8 qtrssince 2024-Q1 | Unchanged 0 |
SPRUCE BIOSCIENCES INC | 38,620 | $3.3M | 0.0% | $9.70 | +752.27% | 2 qtrssince 2025-Q3 | Decreased 0 |
FORWARD AIR CORP | 107,214 | $3.1M | 0.0% | $25.15 | +0.56% | 3 qtrssince 2025-Q2 | Unchanged 0 |
JASPER THERAPEUTICS INC | 1.1M | $1.9M | 0.0% | $18.80 | -90.48% | 12 qtrssince 2023-Q1 | Unchanged 0 |
ADICET BIO INC | 184,295 | $1.5M | 0.0% | $7.93 | 0.00% | 1 qtr | New 38 |
KRISPY KREME INC | 340,748 | $1.4M | 0.0% | $14.92 | -72.99% | 8 qtrssince 2024-Q1 | Unchanged 0 |
ONKURE THERAPEUTICS INC | 269,895 | $771,900 | 0.0% | $8.27 | -65.54% | 5 qtrssince 2024-Q4 | Unchanged 0 |
N-ABLE INC | 93,732 | $701,115 | 0.0% | $13.07 | -42.31% | 8 qtrssince 2024-Q1 | Unchanged 0 |
SUNPOWER INC | 433,158 | $680,058 | 0.0% | $1.39 | +10.85% | 10 qtrssince 2023-Q3 | Decreased 0 |
NUCANA PLC | 133,333 | $479,999 | 0.0% | $510.00 | -99.70% | 7 qtrssince 2024-Q2 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 3,376 | $381,826 | 0.0% | $115.45 | 0.00% | 1 qtr | New 36 |
Spyre Therapeutics, Inc | 9,620 | $315,055 | 0.0% | $31.88 | 0.00% | 1 qtr | New 36 |
EXICURE INC | 56,328 | $304,734 | 0.0% | $13.76 | -60.02% | 12 qtrssince 2023-Q1 | Decreased 0 |
Carlyle Group Inc. manages $13.6B across 20 positions as of Q4 2025. Top holdings: MDLN (66.7%), SARO (32.3%), PHAT (0.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 4 new positions, exited 1, increased 1, trimmed 3. Top move: MDLN (NEW, conviction 100). Portfolio: $13.6B 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
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