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Carlyle Group Inc. 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

Carlyle Group Inc. disclosed 20 US equity positions worth $13.6bn in its Q4 2025 13F filing. The largest position was MDLN at 66.7% of the reported book, followed by SARO and PHAT. Against the Q3 2025 filing, it opened 4 new positions, added to 1 and reduced 3 among the top 20 holdings.

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What did Carlyle Group Inc. own in Q4 2025? Top 20 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 MDLN Medline Inc Healthcare 66.7%$9.0bn215,303,036 – new
2 SARO Standardaero Inc Industrials 32.3%$4.4bn152,673,891 0% held
3 PHAT Phathom Pharmaceuticals Inc 0.4%$58.0m3,496,808 0% held
4 PONY Pony Ai Inc Technology 0.3%$34.3m2,362,447 0% held
5 INVH Invitation Homes Inc Real Estate 0.1%$18.5m664,100 39% added
6 GETY Getty Images Holdings Inc 0.1%$8.4m6,234,252 0% held
7 CUBE CubeSmart Real Estate 0.1%$7.9m220,500 0% held
8 QTTB Q32 Bio Inc 0.0%$3.6m1,102,741 0% held
9 SPRB Spruce Biosciences Inc 0.0%$3.3m38,620 -99% reduced
10 FWRD Forward Air Corp 0.0%$3.1m107,214 0% held
11 JSPR Jasper Therapeutics Inc 0.0%$1.9m1,066,189 0% held
12 ACET Adicet Bio Inc 0.0%$1.5m184,295 – new
13 DNUT Krispy Kreme Inc Consumer Defensive 0.0%$1.4m340,748 0% held
14 OKUR Onkure Therapeutics Inc 0.0%$771.9k269,895 0% held
15 NABL N-able Inc Technology 0.0%$701.1k93,732 0% held
16 SPWR SunPower Inc 0.0%$680.1k433,158 -66% reduced
17 Nucana Plc 0.0%$480.0k133,333 0% held
18 HOOD Robinhood Mkts Inc Financial Services 0.0%$381.8k3,376 – new
19 SYRE Spyre Therapeutics Inc 0.0%$315.1k9,620 – new
20 Exicure Inc 0.0%$304.7k56,328 -80% reduced

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.