Carlyle Group Inc. Portfolio Holdings

Carlyle Group Inc.

  • $80.7 Million
  • Q2 2025

Carlyle Group Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $80.7 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Phathom Pharmaceuticals, Inc. with a value of $33.5M, Invitation Homes Inc. with a value of $15.7M, Vector Holding, LLC with a value of $10.3M, Cube Smart with a value of $9.37M, and Smart Share Global LTD with a value of $4.34M.

Examining the 13F form we can see an decrease of $57K in the current position value, from $80.8M to 80.7M.

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 $80.7 Million
Healthcare: $39 Million
Real Estate: $25 Million
Communication Services: $10.3 Million
Consumer Cyclical: $4.34 Million
Technology: $992,000
Consumer Defensive: $991,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.72B
$9.37 Million 11.61% of portfolio
220,500
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $80.7 Million
  • Prior Value $80.8 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Carlyle Group Inc. Portfolio

Follow Carlyle Group Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlyle Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carlyle Group Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email