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CIK: 0001527166
Total reported value
$10.0B
$10.0B
20 檔
135.3%
At the close of Q4 2025, Carlyle Group Inc. disclosed equity holdings valued at approximately $10.0B, spread across 20 reported holdings.
In Q4 2025, Carlyle Group Inc. displayed an active expansion posture, initiating 4 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MDLN, SARO, PHAT) accounted for 135.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDLN | Medline Inc-cl A | Stock-Other | 66.65% | -4.62% | — | |
| 2 | SARO | Standardaero Inc | Stock-Other | 32.27% | +4.72% | — | |
| 3 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 0.43% | +0.01% | — | |
| 4 | PONY | Pony Ai Inc | Stock-Other | 0.25% | -0.05% | — | |
| 5 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.14% | +0.04% | +39.08% | |
| 6 | GETY | Getty Images Holdings Inc | Stock-Other | 0.06% | — | — | |
| 7 | CUBE | Cubesmart | Stock-Real Estate | 0.06% | -0.08% | EXIT | |
| 8 | QTTB | Q32 Bio Inc | Stock-Other | 0.03% | -0.06% | — | |
| 9 | SPRB | Spruce Biosciences Inc | Stock-Other | 0.02% | — | -98.67% | |
| 10 | FWRD | Forward Air CORP | Stock-Other | 0.02% | -0.01% | — | |
| 11 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.01% | -0.01% | — | |
| 12 | ACET | Adicet Bio Inc | Stock-Other | 0.01% | +0.01% | — | |
| 13 | DNUT | Krispy Kreme Inc | Stock-Other | 0.01% | — | — | |
| 14 | OKUR | Onkure Therapeutics Inc-a | Stock-Other | 0.01% | — | — | |
| 15 | NABL | N-able Inc | Stock-Other | 0.01% | — | — | |
| 16 | SPWR | Sunpower Inc | Stock-Other | 0.01% | +0.01% | -65.59% | |
| 17 | NCNA | Nucana Plc-adr | Stock-Other | — | — | — | |
| 18 | HOOD | Robinhood Markets Inc - A | Stock-Financials | — | — | — | |
| 19 | SYRE | Spyre Therapeutics Inc | Stock-Other | — | — | EXIT | |
| 20 | XCUR | Exicure Inc | Stock-Other | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NCNA | Nucana Plc-adr | 0% | — | Unchanged |
| 2 | NABL | N-able Inc | 0% | — | Unchanged |
| 3 | OKUR | Onkure Therapeutics Inc-a | 0% | — | Unchanged |
| 4 | QTTB | Q32 Bio Inc | 0% | — | Unchanged |
| 5 | DNUT | Krispy Kreme Inc | 0% | — | Unchanged |
| 6 | XCUR | Exicure Inc | 0% | -80.00% | Trim |
| 7 | SPWR | Sunpower Inc | -0.1% | -65.59% | Trim |
| 8 | JSPR | Jasper Therapeutics Inc | -0.1% | — | Unchanged |
| 9 | FWRD | Forward Air CORP | -0.1% | — | Unchanged |
| 10 | CUBE | Cubesmart | -0.2% | — | Unchanged |
| 11 | INVH | Invitation Homes Inc | -0.2% | +39.08% | Add |
| 12 | GETY | Getty Images Holdings Inc | -0.2% | — | Unchanged |
| 13 | PHAT | Phathom Pharmaceuticals Inc | -0.5% | — | Unchanged |
| 14 | SPRB | Spruce Biosciences Inc | -0.6% | -98.67% | Trim |
| 15 | PONY | Pony Ai Inc | -1% | — | Unchanged |
| 16 | SARO | Standardaero Inc | -63.8% | — | Unchanged |
| 17 | MDLN | Medline Inc-cl A | — | NEW | New buy |
| 18 | TORCEUR | Adicet Bio Inc | — | EXIT | Sold out |
| 19 | ACET | Adicet Bio Inc | — | NEW | New buy |
| 20 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 21 | SYRE | Spyre Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Carlyle Group Inc. reported a total U.S. public equity portfolio value of $10.0B across 20 disclosed positions in Q4 2025.
During Q4 2025, Carlyle Group Inc.'s top holdings by market value included MDLN (66.7%)、SARO (32.3%)、PHAT (0.4%). The largest single position, MDLN, represented 66.7% of total portfolio value.
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Top New Position Initiated
MDLN
市值: $9.0B
Top Position Liquidated / Trimmed
TORCEUR
前期市值: $2.4M
In Q4 2025, Carlyle Group Inc. made 9 total portfolio adjustments, initiating 4 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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