Latest Carlyle Group Inc. Stock Portfolio
$10.62Billion– No. of Holdings #20
Carlyle Group Inc. Performance:
2026 Q1: 0.95%YTD: 0.95%2025: -90.61%
Performance for 2026 Q1 is 0.95%, and YTD is 0.95%, and 2025 is -90.61%.
About Carlyle Group Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Carlyle Group Inc. reported an equity portfolio of $10.6 Billions as of 31 Mar, 2026.
The top stock holdings of Carlyle Group Inc. are , , PHAT. The fund has invested 78.4% of it's portfolio in MEDLINE INC and 20.6% of portfolio in STANDARDAERO INC.
The fund managers got completely rid off NUCANA PLC (NCNA) stocks. They significantly reduced their stock positions in STANDARDAERO INC. Carlyle Group Inc. opened new stock positions in HEARTFLOW INC.
The top stock holdings of Carlyle Group Inc. are , , PHAT. The fund has invested 78.4% of it's portfolio in MEDLINE INC and 20.6% of portfolio in STANDARDAERO INC.
The fund managers got completely rid off NUCANA PLC (NCNA) stocks. They significantly reduced their stock positions in STANDARDAERO INC. Carlyle Group Inc. opened new stock positions in HEARTFLOW INC.
Carlyle Group Inc. Equity Portfolio Value
Last Reported on: 08 May, 2026
Carlyle Group Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Carlyle Group Inc. made a return of 0.95% in the last quarter. In trailing 12 months, it's portfolio return was 5.85%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| heartflow inc | 497,256 |
New stocks bought by Carlyle Group Inc.
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| standardaero inc | -44.6 |
| medline inc | -13.11 |
Carlyle Group Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nucana plc | -479,999 |
Carlyle Group Inc. got rid off the above stocks
Sector Distribution
Carlyle Group Inc. has about 99.3% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.3 |
Market Cap. Distribution
Carlyle Group Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.3 |
Stocks belong to which Index?
About 0% of the stocks held by Carlyle Group Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99.5 |
Carlyle Group Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Carlyle Group Inc.
Carlyle Group Inc. has 20 stocks in it's portfolio. About 99.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. was the most profitable stock for Carlyle Group Inc. last quarter.
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACET | adicet bio inc | 0.01 | 184,295 | 1,255,050 | unchanged | 0.00 | ||
| AGLE | spyre therapeutics inc | 0.00 | 9,620 | 485,233 | unchanged | 0.00 | ||
| CUBE | cubesmart | 0.08 | 220,500 | 8,081,320 | unchanged | 0.00 | ||
| DNUT | krispy kreme inc | 0.01 | 340,748 | 1,155,140 | unchanged | 0.00 | ||
| GETY | getty images holdings inc | 0.05 | 6,234,250 | 4,946,260 | unchanged | 0.00 | ||
| HOOD | robinhood mkts inc | 0.00 | 3,376 | 233,957 | unchanged | 0.00 | ||
| INVH | invitation homes inc | 0.16 | 664,100 | 16,502,900 | unchanged | 0.00 | ||
| JSPR | jasper therapeutics inc | 0.01 | 1,066,190 | 934,195 | unchanged | 0.00 | ||
| NABL | n-able inc | 0.00 | 93,732 | 437,728 | unchanged | 0.00 | ||
| NCNA | nucana plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PHAT | phathom pharmaceuticals inc | 0.37 | 3,496,810 | 38,849,500 | unchanged | 0.00 | ||
| SPRB | spruce biosciences inc | 0.02 | 38,620 | 2,523,830 | unchanged | 0.00 | ||
| XCUR | exicure inc | 0.00 | 56,328 | 239,647 | unchanged | 0.00 | ||
| medline inc | 78.40 | 187,084,000 | 8,325,230,000 | reduced | -13.11 | |||
| standardaero inc | 20.58 | 84,587,000 | 2,184,880,000 | reduced | -44.6 | |||
| pony ai inc | 0.21 | 2,362,450 | 22,301,500 | unchanged | 0.00 | |||
| q32 bio inc | 0.07 | 1,102,740 | 7,079,600 | unchanged | 0.00 | |||
| forward air corp | 0.02 | 107,214 | 1,791,550 | unchanged | 0.00 | |||
| onkure therapeutics inc | 0.01 | 269,895 | 1,117,360 | unchanged | 0.00 | |||
| sunpower inc | 0.00 | 433,158 | 550,111 | unchanged | 0.00 | |||