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CIK: 0001527166
Total reported value
$10.0B
$10.0B
20 檔
105.9%
During the Q1 2026 filing period, Carlyle Group Inc. (CIK: 0001527166) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.0B across 20 reported positions.
In Q1 2026, Carlyle Group Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDLN | Medline Inc-cl A | Stock-Other | 78.40% | -4.62% | -13.11% | |
| 2 | SARO | Standardaero Inc | Stock-Other | 20.58% | +4.72% | -44.60% | |
| 3 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 0.37% | +0.01% | — | |
| 4 | PONY | Pony Ai Inc | Stock-Other | 0.21% | -0.05% | — | |
| 5 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.16% | +0.04% | — | |
| 6 | CUBE | Cubesmart | Stock-Real Estate | 0.08% | -0.08% | EXIT | |
| 7 | QTTB | Q32 Bio Inc | Stock-Other | 0.07% | -0.06% | — | |
| 8 | GETY | Getty Images Holdings Inc | Stock-Other | 0.05% | — | — | |
| 9 | SPRB | Spruce Biosciences Inc | Stock-Other | 0.02% | — | — | |
| 10 | FWRD | Forward Air CORP | Stock-Other | 0.02% | -0.01% | — | |
| 11 | ACET | Adicet Bio Inc | Stock-Other | 0.01% | +0.01% | — | |
| 12 | DNUT | Krispy Kreme Inc | Stock-Other | 0.01% | — | — | |
| 13 | OKUR | Onkure Therapeutics Inc-a | Stock-Other | 0.01% | — | — | |
| 14 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.01% | -0.01% | — | |
| 15 | SPWR | Sunpower Inc | Stock-Other | 0.01% | +0.01% | — | |
| 16 | HTFL | Heartflow Inc | Stock-Other | — | — | EXIT | |
| 17 | SYRE | Spyre Therapeutics Inc | Stock-Other | — | — | EXIT | |
| 18 | NABL | N-able Inc | Stock-Other | — | — | — | |
| 19 | XCUR | Exicure Inc | Stock-Other | — | — | EXIT | |
| 20 | HOOD | Robinhood Markets Inc - A | Stock-Financials | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDLN | Medline Inc-cl A | +11.8% | -13.11% | Trim |
| 2 | QTTB | Q32 Bio Inc | 0% | — | Unchanged |
| 3 | INVH | Invitation Homes Inc | 0% | — | Unchanged |
| 4 | CUBE | Cubesmart | 0% | — | Unchanged |
| 5 | SPWR | Sunpower Inc | 0% | — | Unchanged |
| 6 | FWRD | Forward Air CORP | — | — | Unchanged |
| 7 | JSPR | Jasper Therapeutics Inc | — | — | Unchanged |
| 8 | SPRB | Spruce Biosciences Inc | — | — | Unchanged |
| 9 | OKUR | Onkure Therapeutics Inc-a | — | — | Unchanged |
| 10 | ACET | Adicet Bio Inc | — | — | Unchanged |
| 11 | DNUT | Krispy Kreme Inc | — | — | Unchanged |
| 12 | SYRE | Spyre Therapeutics Inc | — | — | Unchanged |
| 13 | HOOD | Robinhood Markets Inc - A | — | — | Unchanged |
| 14 | XCUR | Exicure Inc | — | — | Unchanged |
| 15 | GETY | Getty Images Holdings Inc | 0% | — | Unchanged |
| 16 | NABL | N-able Inc | 0% | — | Unchanged |
| 17 | PONY | Pony Ai Inc | 0% | — | Unchanged |
| 18 | PHAT | Phathom Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 19 | SARO | Standardaero Inc | -11.7% | -44.60% | Trim |
| 20 | HTFL | Heartflow Inc | — | NEW | New buy |
| 21 | NCNA | Nucana Plc-adr | — | EXIT | Sold out |
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 Q1 2026.
During Q1 2026, Carlyle Group Inc.'s top holdings by market value included MDLN (78.4%)、SARO (20.6%)、PHAT (0.4%). The largest single position, MDLN, represented 78.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MDLN, SARO, PHAT) accounted for 105.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
HTFL
市值: $497.3K
Top Position Liquidated / Trimmed
NCNA
前期市值: $480.0K
In Q1 2026, Carlyle Group Inc. made 4 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 2 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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