Carlyle Group Inc.
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Carlyle Group Inc. manages $10.6B across 20 positions as of Q1 2026. Top holdings: MDLN (78.4%), SARO (20.6%), PHAT (0.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Q1 2026 Summary
Added 1 new position, exited 1, trimmed 2. No standout high-conviction moves this quarter. Portfolio: $10.6B across 20 positions.
Top holdings by portfolio weight
MDLN78.40%
SARO20.58%
PHAT0.37%
PONY0.21%
INVH0.16%
CUBE0.08%
QTTB0.07%
GETY0.05%
SPRB0.02%
FWRD0.02%
Other0.01%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings20 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
MEDLINE INC | 187.1M | $8.3B | 78.4% | $41.92 | -13.67% | 2 qtrssince 2025-Q4 | Decreased 0 | |
STANDARDAERO INC | 84.6M | $2.2B | 20.6% | $27.63 | -8.63% | 6 qtrssince 2024-Q4 | Decreased 0 | |
PHATHOM PHARMACEUTICALS INC | 3.5M | $38.8M | 0.4% | $7.87 | +50.74% | 13 qtrssince 2023-Q1 | Unchanged 0 | |
PONY AI INC | 2.4M | $22.3M | 0.2% | $15.25 | -45.64% | 6 qtrssince 2024-Q4 | Unchanged 0 | |
INVITATION HOMES INC | 664,100 | $16.5M | 0.2% | $27.77 | +0.56% | 13 qtrssince 2023-Q1 | Unchanged 0 | |
CUBESMART | 220,500 | $8.1M | 0.1% | $33.47 | +14.61% | 15 qtrssince 2022-Q3 | Unchanged 0 | |
Q32 BIO INC | 1.1M | $7.1M | 0.1% | $17.04 | -63.03% | 9 qtrssince 2024-Q1 | Unchanged 0 | |
GETTY IMAGES HOLDINGS INC | 6.2M | $4.9M | 0.0% | $5.55 | -84.50% | 14 qtrssince 2022-Q4 | Unchanged 0 | |
SPRUCE BIOSCIENCES INC | 38,620 | $2.5M | 0.0% | $9.70 | +454.43% | 3 qtrssince 2025-Q3 | Unchanged 0 | |
FORWARD AIR CORP | 107,214 | $1.8M | 0.0% | $25.15 | -65.17% | 4 qtrssince 2025-Q2 | Unchanged 0 | |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer