Carlyle Group Inc. Portfolio Holdings

Carlyle Group Inc.

  • $79.8 Million
  • Q3 2025

Carlyle Group Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $79.8 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Phathom Pharmaceuticals, Inc. with a value of $40M, Invitation Homes Inc. with a value of $14M, Vector Holding, LLC with a value of $12.3M, Cube Smart with a value of $8.97M, and Adicet Bio, Inc. with a value of $2.39M.

Examining the 13F form we can see an decrease of $940K in the current position value, from $80.7M to 79.8M.

Carlyle Group Inc. is based out at Washington, DC

Below you can find more details about Carlyle Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $79.8 Million
Healthcare: $42.4 Million
Real Estate: $23 Million
Communication Services: $12.3 Million
Consumer Defensive: $1.32 Million
Technology: $731,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.4B
$14 Million 17.56% of portfolio
477,500
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $79.8 Million
  • Prior Value $80.7 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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