Institutions / Carlyle Group Inc.

Carlyle Group Inc.

CIK 1527166 · Institutionalso an insider · as of Jun 30, 2026carlyle.com
Portfolio value
$10.00B
Positions
19
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$10.00B-26.3%
$13.57B$11.78B$10.00BQ4 '25Q2 '26

Positions

19-5.0%
202019Q4 '25Q2 '26

Top holdings

Jun 30, 2026
CompanyClassValueShares% of portfolio
Medline Inc.$7.38B187,083,71373.8%
StandardAero, Inc.SAROCommon Stock$2.53B84,587,03525.3%
Phathom Pharmaceuticals, Inc.PHATCommon Stock$37.94M3,496,8080.4%
Invitation Homes Inc.$20.03M662,9000.2%
Pony AI Inc.PONYADR$16.42M2,362,4470.2%
Getty Images Holdings, Inc.GETYCommon Stock$5.36M6,234,2520.1%
Spruce Biosciences, Inc.SPRBCommon Stock$2.09M38,6200.0%
SunPower Inc.SPWRCommon Stock$1.61M2,343,7500.0%
Adicet Bio, Inc.$1.59M184,2950.0%
Forward Air CorpFWRDCommon Stock$1.45M107,2140.0%
OnKure Therapeutics, Inc.$1.23M269,8950.0%
Krispy Kreme, Inc.DNUTCommon Stock$1.20M340,7480.0%
Q32 Bio Inc.$769.0K60,3630.0%
Riley Exploration Permian, Inc.REPXCommon Stock$530.4K16,0920.0%
Nebius Group N.V.$509.8K1,8460.0%
Robinhood Markets, Inc.$474.6K4,7330.0%
Jasper Therapeutics IncJSPRCommon Stock$448.9K1,066,1890.0%
N-able, Inc.$344.0K93,7320.0%
Ramaco Resources, Inc.METCCommon Stock$287.7K21,7430.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
TrimSARO
StandardAero, Inc.
Common Stock
$-2.04B-68.1M
-44.60%
84,587,035
25.30% of portfolio
high
Q2 2026
as of
TrimMedline Inc.$-1.11B-28.2M
-13.11%
187,083,713
73.78% of portfolio
high
Q2 2026
as of
TrimQ32 Bio Inc.$-13.28M-1.0M
-94.53%
60,363
<0.01% of portfolio
medium
Q2 2026
as of
ExitCubesmart$-7.95M-221K
-100.00%
medium
Q2 2026
as of
AddSPWR
SunPower Inc.
Common Stock
$1.31M+1.9M
+441.08%
2,343,750
0.02% of portfolio
low
Q2 2026
as of
NewREPX
Riley Exploration Permian, Inc.
Common Stock
$530.4K+16K
16,092
<0.01% of portfolio
low
Q2 2026
as of
NewNebius Group N.V.$509.8K+2K
1,846
<0.01% of portfolio
low
Q2 2026
as of
ExitNCNA
NuCana plc
ADR
$-480.0K-133K
-100.00%
low
Q2 2026
as of
ExitSpyre Therapeutics, Inc.$-315.1K-10K
-100.00%
low
Q2 2026
as of
ExitXCUR
Exicure, Inc.
Common Stock
$-304.7K-56K
-100.00%
low

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Jan 29, 2026SellSARO
StandardAero, Inc.
Common Stock
$1.50B-48.2M
-31.60%
104,427,303
31.56% of shares
high
Mar 10, 2026SellMDLN
Medline Inc.
Class A Common Stock
$1.07B-26.1M
-16.99%
127,567,724
9.70% of shares
high
Feb 26, 2026SellSARO
StandardAero, Inc.
Common Stock
$624.17M-19.8M
-19.00%
84,587,035
25.56% of shares
high
Mar 10, 2026OtherMDLN
Medline Inc.
Class A Common Stock
-2.1M
-1.66%
125,454,241
9.54% of shares
low
Mar 5, 2026OtherMDLN
Medline Inc.
Common Units of Medline Holdings, LP
-1.2M
-1.93%
61,629,472
4.69% of shares
low
Mar 4, 2026OtherMDLN
Medline Inc.
Common Units of Medline Holdings, LP
-8.1M
-11.40%
62,842,239
4.78% of shares
low
Mar 5, 2026OtherMDLN
Medline Inc.
Class B Common Stock
-1.2M
-1.93%
61,629,472
4.69% of shares
low
Mar 5, 2026OtherMDLN
Medline Inc.
Class A Common Stock
+1.2M
+0.80%
153,673,564
11.69% of shares
low
Mar 4, 2026OtherMDLN
Medline Inc.
Class B Common Stock
-8.1M
-11.40%
62,842,239
4.78% of shares
low
Mar 4, 2026OtherMDLN
Medline Inc.
Class A Common Stock
+8.1M
+5.60%
152,460,797
11.60% of shares
low