13F Insight
DOSSIER · 13F-HR · Q1 2026

Carlyle Group Inc.

$10.6B in tracked AUM across 20 positions as of Q1 2026.

CG
CIK 0001527166 · last filed Mar 31, 2026
Total AUM
$10.6B
as of Q1 2026
Holdings
20
—
positions
Whale Score
85
85
top tier
Activity
—
no data
changes this Q
AI Analysis · 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.

Carlyle Group Inc. entered 2026-03-31 with $10.6B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a unknown tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

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
MDLN
Medline Inc
$8.3B187.1M78.4%02
SARO
Standardaero Inc
$2.2B84.6M20.6%03
PHAT
Phathom Pharmaceuticals Inc
$39M3.5M0.4%04
PONY
Pony Ai Inc
$22M2.4M0.2%05
INVH
Invitation Homes Inc
$17M664K0.2%06
CUBE
CubeSmart
$8M221K0.1%07
QTTB
Q32 Bio Inc
$7M1.1M0.1%08
GETY
Getty Images Holdings Inc
$5M6.2M0.0%09
SPRB
Spruce Biosciences Inc
$3M39K0.0%10
FWRD
Forward Air Corp
$2M107K0.0%

Filing history

2026Q1Mar 31
$10.6B▼ 21.7%
20 positionsView →2025Q4Dec 31
$13.6B▲ 212.8%
20 positionsView →2025Q3Sep 30
$4.3B▼ 13.8%
17 positionsView →2025Q2Jun 30
$5.0B▲ 32.3%
20 positionsLocked2025Q1Mar 31
$3.8B▼ 8.3%
23 positionsLocked2024Q4Dec 31
$4.1B▲ 334.8%
27 positionsLocked2024Q3Sep 30
$954M▼ 9.4%
26 positionsLocked2024Q2Jun 30
$1.1B▼ 33.6%
31 positionsLocked2024Q1Mar 31
$1.6B▼ 23.7%
32 positionsLocked2023Q4Dec 31
$2.1B▼ 9.8%
25 positionsLocked2023Q3Sep 30
$2.3B▼ 17.9%
26 positionsLocked2023Q2Jun 30
$2.8B▼ 16.3%
27 positionsLocked
Showing 12 of 56