Carlyle Group Inc.

CIK

1527166

Location

WASHINGTON, DC

Portfolio Value

Micro $23,289,337

Diversification

Highly concentrated

Filing Date

Global Rank

#408 / 8,588 ▼ 48

Top Industry

Medical Instruments & Supplies 78.4%

3Y Alpha vs SPY

-43.1%

Period ended 3 months ago

Filed May 15, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-52.4%

SPY

+76.8%

Annualised alpha

-42.8%

Max drawdown

−58.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 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

3 positions · $23,289,337 total · Technology only · 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
NABL	N-able, Inc. Technology	Held	93,732	0	$437,728	−37.6%	1.88%
SPWR	SunPower Inc. Technology	Reduced	433,158	-6,385,539	$550,110	−94.9%	2.36%
PONY	Pony AI Inc. Technology	Held	2,362,447	0	$22,301,499	−34.9%	95.76%