Carlyle Group Inc.

CIK

1527166

Location

WASHINGTON, DC

Portfolio Value

Large $10,619,087,793

Diversification

Highly concentrated

Filing Date

Global Rank

#409 / 8,623 ▼ 49 · as of Mar 2026

Top Industry

Medical Instruments & Supplies 78.4%

3Y Alpha vs SPY

-38.4%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-48.1%

SPY

+65.3%

Annualised alpha

-37.9%

Max drawdown

−57.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

20 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

78.4%

+11.7 pts

Top 5

99.7%

−0.0 pts

Top 10

99.9%

−0.0 pts

HHI

6,570

Highly concentrated+1,085

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	78.9%	$8,378,206,735	10
Industrials	20.6%	$2,186,674,659	2
Real Estate	0.2%	$24,584,210	2
Technology	0.2%	$23,289,337	3
Communication Services	0.0%	$4,943,761	1
Consumer Defensive	0.0%	$1,155,135	1
Financial Services	0.0%	$233,956	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SARO	StandardAero, Inc.	−68,086,856	84,587,035	$2,184,883,114
MDLN	Medline Inc.	−28,219,323	187,083,713	$8,325,225,228
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
HTFL	Heartflow, Inc.	20,438	$497,256
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NCNA	NuCana plc	133,333	$479,998
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $10,619,087,793 total · as of Mar 31, 2026

All sectors Communication Services Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDLN	Medline Inc. Healthcare	Reduced	187,083,713	-243,522,359	$8,325,225,228	−54.0%	78.40%
SARO	StandardAero, Inc. Industrials	Reduced	84,587,035	-68,086,856	$2,184,883,114	−50.1%	20.58%
PHAT	Phathom Pharmaceuticals, Inc. Healthcare	Held	3,496,808	0	$38,849,536	−33.0%	0.37%
PONY	Pony AI Inc. Technology	Held	2,362,447	0	$22,301,499	−34.9%	0.21%
INVH	Invitation Homes Inc. Real Estate	Held	664,100	0	$16,502,885	−10.6%	0.16%
CUBE	CubeSmart Real Estate	Held	220,500	0	$8,081,325	+1.7%	0.08%
QTTB	Q32 Bio Inc. Healthcare	Held	1,102,741	0	$7,079,597	+93.4%	0.07%
GETY	Getty Images Holdings, Inc. Communication Services	Held	6,234,252	0	$4,943,761	−40.8%	0.05%
SPRB	Spruce Biosciences, Inc. Healthcare	Held	38,620	0	$2,523,817	−25.0%	0.02%
FWRD	Forward Air Corp Industrials	Held	107,214	0	$1,791,545	−33.2%	0.02%
ACET	Adicet Bio, Inc. Healthcare	Held	184,295	0	$1,255,048	−19.1%	0.01%
DNUT	Krispy Kreme, Inc. Consumer Defensive	Held	340,748	0	$1,155,135	−15.7%	0.01%
OKUR	OnKure Therapeutics, Inc. Healthcare	Held	269,895	0	$1,117,365	+42.8%	0.01%
JSPR	Jasper Therapeutics, Inc. Healthcare	Held	1,066,189	0	$933,981	−52.1%	0.01%
SPWR	SunPower Inc. Technology	Reduced	433,158	-6,385,539	$550,110	−94.9%	0.01%
HTFL	Heartflow, Inc. Healthcare	NEW	20,438	NEW	$497,256	NEW	0.00%
SYRE	Spyre Therapeutics, Inc. Healthcare	Held	9,620	0	$485,232	+54.0%	0.00%
NABL	N-able, Inc. Technology	Held	93,732	0	$437,728	−37.6%	0.00%
XCUR	Exicure, Inc. Healthcare	Held	56,328	0	$239,675	−21.5%	0.00%
HOOD	Robinhood Markets, Inc. Financial Services	Held	3,376	0	$233,956	−38.7%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.