Carlyle Group Inc.
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$10.6B
Holdings
20
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MDLN
Medline Inc
Q1 2026: Exited (was 215.30M shares)
78.4%
02
$SARO
Standardaero Inc
Q1 2026: Exited (was 152.67M shares)
20.6%
03
$PHAT
Phathom Pharmaceuticals Inc
Q1 2026: Exited (was 3.50M shares)
0.4%
04
$PONY
Pony Ai Inc
Q1 2026: Exited (was 2.36M shares)
0.2%
05
$INVH
Invitation Homes Inc
Q1 2026: Exited (was 664.1k shares)
0.2%
06
$CUBE
CubeSmart
Q1 2026: Exited (was 220.5k shares)
0.1%
07
$QTTB
Q32 Bio Inc
Q1 2026: Exited (was 1.10M shares)
0.1%
08
$GETY
Getty Images Holdings Inc
Q1 2026: Exited (was 6.23M shares)
0.0%
09
$SPRB
Spruce Biosciences Inc
Q1 2026: Exited (was 38.6k shares)
0.0%
10
$FWRD
Forward Air Corp
Q1 2026: Exited (was 107.2k shares)
0.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.