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%
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. <br><br> 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. <br><br> 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
$10.62Billion
as of May 08, 2026Carlyle 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
No additions were made to existing positions by Carlyle Group Inc.
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.
$10.62BTotal Value
21.00Positions
08 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Adicet Bio Inc Adicet Bio IncACET Carlyle Group Inc.'s holding in Adicet Bio Inc over time | 0.01% | 184,295 | $1.26M 0.01% | 0%unchanged 0 percentunchanged | |
 Spyre Therapeutics Inc Carlyle Group Inc.'s holding in Spyre Therapeutics Inc over time | 0% | 9,620 | $485.2K 0% | 0%unchanged 0 percentunchanged | |
| 0.08% | 220,500 | $8.08M 0.08% | 0%unchanged 0 percentunchanged | ||
 Krispy Kreme Inc Krispy Kreme IncDNUT Carlyle Group Inc.'s holding in Krispy Kreme Inc over time | 0.01% | 340,748 | $1.16M 0.01% | 0%unchanged 0 percentunchanged | |
 Getty Images Holdings Inc Carlyle Group Inc.'s holding in Getty Images Holdings Inc over time | 0.05% | 6,234,250 | $4.95M 0.05% | 0%unchanged 0 percentunchanged | |
 Robinhood Mkts Inc Carlyle Group Inc.'s holding in Robinhood Mkts Inc over time | 0% | 3,376 | $234.0K 0% | 0%unchanged 0 percentunchanged | |
 Invitation Homes Inc Carlyle Group Inc.'s holding in Invitation Homes Inc over time | 0.16% | 664,100 | $16.50M 0.16% | 0%unchanged 0 percentunchanged | |
 Jasper Therapeutics Inc Carlyle Group Inc.'s holding in Jasper Therapeutics Inc over time | 0.01% | 1,066,190 | $934.2K 0.01% | 0%unchanged 0 percentunchanged | |
 N-Able Inc N-Able IncNABL Carlyle Group Inc.'s holding in N-Able Inc over time | 0% | 93,732 | $437.7K 0% | 0%unchanged 0 percentunchanged | |
 NCNA Nucana PlcNucana PlcNCNA | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Phathom Pharmaceuticals Inc Carlyle Group Inc.'s holding in Phathom Pharmaceuticals Inc over time | 0.37% | 3,496,810 | $38.85M 0.37% | 0%unchanged 0 percentunchanged | |
 Spruce Biosciences Inc Carlyle Group Inc.'s holding in Spruce Biosciences Inc over time | 0.02% | 38,620 | $2.52M 0.02% | 0%unchanged 0 percentunchanged | |
 Exicure Inc Exicure IncXCUR Carlyle Group Inc.'s holding in Exicure Inc over time | 0% | 56,328 | $239.6K 0% | 0%unchanged 0 percentunchanged | |
Com Cl A Medline IncMedline Inc | 78.4% | 187,084,000 | $8.33B 78.4% | 13.11%decreased 13.11 percentreduced | |
Com Standardaero IncStandardaero Inc | 20.58% | 84,587,000 | $2.18B 20.58% | 44.6%decreased 44.6 percentreduced | |
Sponsored Ads Pony Ai IncPony Ai Inc | 0.21% | 2,362,450 | $22.30M 0.21% | 0%unchanged 0 percentunchanged | |
Com Q32 Bio IncQ32 Bio Inc | 0.07% | 1,102,740 | $7.08M 0.07% | 0%unchanged 0 percentunchanged | |
Com Forward Air CorpForward Air Corp | 0.02% | 107,214 | $1.79M 0.02% | 0%unchanged 0 percentunchanged | |
Com Cl A Onkure Therapeutics IncOnkure Therapeutics Inc | 0.01% | 269,895 | $1.12M 0.01% | 0%unchanged 0 percentunchanged | |
Com Sunpower IncSunpower Inc | 0% | 433,158 | $550.1K 0% | 0%unchanged 0 percentunchanged | |
