Carlyle Group Inc.
Carlyle Group Inc.'s Carlyle Group Inc. holds 20 U.S.-equity positions worth $10.6B (SEC 13F, Q1 2026). Top positions: Medline Inc. Class A common stock 78.4%, StandardAero, Inc. 20.6%, Phathom Pharmaceuticals, Inc. Common Stock 0.4%. 13F-replication return is −49% over 3 years (-127 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| MDLN Medline Inc. Class A common stock | 78.4% | 187.1M | $8.3B | ▼ 13% (−28.2M) | $42.00 | $35.01 (−17%) | 2026-03-31 |
| SARO StandardAero, Inc. | 20.6% | 84.6M | $2.2B | ▼ 45% (−68.1M) | $25.59 | $21.35 (−17%) | 2026-03-31 |
| PHAT Phathom Pharmaceuticals, Inc. Common Stock | 0.4% | 3.5M | $39M | — | $8.38 | $7.28 (−13%) | 2026-03-31 |
| PONY Pony Ai Inc | 0.2% | 2.4M | $22M | — | $14.35 | $6.38 (−56%) | 2026-03-31 |
| INVH Invitation Homes Inc. Common Stock | 0.2% | 664K | $17M | — | $30.26 | $26.24 (−13%) | 2026-03-31 |
| CUBE CubeSmart | 0.1% | 220K | $8M | — | $46.22 | $36.94 (−20%) | 2026-03-31 |
| QTTB Q32 Bio Inc. Common Stock | 0.1% | 1.1M | $7M | — | $17.11 | $8.21 (−52%) | 2026-03-31 |
| GETY Getty Images Holdings, Inc. | 0.1% | 6.2M | $5M | — | $5.09 | — (−84%) | 2026-03-31 |
| SPRB Spruce Biosciences, Inc. Common Stock | 0.0% | 39K | $3M | — | $10.04 | $48.85 (+386%) | 2026-03-31 |
| FWRD Forward Air Corp | 0.0% | 107K | $2M | — | $24.56 | $15.21 (−38%) | 2026-03-31 |
| ACET Adicet Bio, Inc. Common Stock | 0.0% | 184K | $1M | — | $8.41 | $7.13 (−15%) | 2026-03-31 |
| DNUT Krispy Kreme, Inc. Common Stock | 0.0% | 341K | $1M | — | $15.23 | $2.87 (−81%) | 2026-03-31 |
| OKUR OnKure Therapeutics, Inc. Class A Common Stock | 0.0% | 270K | $1M | — | $8.51 | $2.69 (−68%) | 2026-03-31 |
| JSPR Jasper Therapeutics, Inc. Common Stock | 0.0% | 1.1M | $934K | — | $29.05 | $0.59 (−98%) | 2026-03-31 |
| SPWR SunPower Inc. Common Stock | 0.0% | 433K | $550K | — | $4.45 | $0.31 (−93%) | 2026-03-31 |
| HTFL Heartflow, Inc. Common Stock | 0.0% | 20K | $497K | NEW (+20K) | $24.33 | $49.93 (+105%) | 2026-03-31 |
| SYRE Spyre Therapeutics, Inc. Common Stock | 0.0% | 10K | $485K | — | $21.78 | $90.56 (+316%) | 2026-03-31 |
| NABL N-able, Inc. | 0.0% | 94K | $438K | — | $13.07 | $4.30 (−67%) | 2026-03-31 |
| XCUR Exicure, Inc. Common Stock | 0.0% | 56K | $240K | — | $3.60 | — (+18%) | 2026-03-31 |
| HOOD Robinhood Markets, Inc. Class A Common Stock | 0.0% | 3K | $234K | — | $57.01 | $112.44 (+97%) | 2026-03-31 |
FAQ ▾
What are Carlyle Group Inc.'s largest holdings?
As of the latest 13F: Medline Inc. Class A common stock 78.4%, StandardAero, Inc. 20.6%, Phathom Pharmaceuticals, Inc. Common Stock 0.4%, Pony Ai Inc 0.2%, Invitation Homes Inc. Common Stock 0.2%.
How big is Carlyle Group Inc.'s 13F portfolio?
$10.6B across 20 disclosed U.S.-equity positions.
What is Carlyle Group Inc.'s 3-year performance?
−49% (13F-replication, price return), -127 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.