DOSSIER · 13F-HR · Q1 2026

Carlyle Group Inc.

Carlyle's asset manager based in Omaha, NE — $10.6B in tracked AUM across 20 positions as of Q1 2026.

C

Carlyle·Omaha, NE·Asset Manager

CIK 0001527166 · last filed Mar 31, 2026

Total AUM

$10.6B

▼ 7.5%

vs prior

Holdings

20

—

positions

Whale Score

87

87

top tier

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Carlyle Group Inc. reported $10.6B in 13F holdings for the quarter ending 2026-03-31, concentrated in unknown with leading positions in MDLN, SARO, PHAT. Notable moves this quarter: portfolio largely steady. 2 new positions initiated, 2 closed out, reflecting 22 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

Medline Inc

$8.3B187.1M78.4%

02

Standardaero Inc

$2.2B84.6M20.6%

03

Phathom Pharmaceuticals Inc

$39M3.5M0.4%

04

Pony Ai Inc

$22M2.4M0.2%

05

Invitation Homes Inc

$17M664K0.2%

06

CubeSmart

$8M221K0.1%

07

Q32 Bio Inc

$7M1.1M0.1%

08

Getty Images Holdings Inc

$5M6.2M0.0%

09

Spruce Biosciences Inc

$3M39K0.0%

10

Forward Air Corp

$2M107K0.0%

Filing history

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