13F-HR: Carlyle Group Discloses Q3 2025 Holdings
Institutional Holdings Disclosure
Carlyle Group Inc. filed its Form 13F-HR, revealing institutional investment holdings totaling over $4.3 billion as of September 30, 2025.
Summary
- Carlyle Group Inc. filed a Form 13F-HR for the calendar quarter ended September 30, 2025.
- The report is a 13F Combination Report, indicating that a portion of holdings are reported in this filing, and a portion are reported by other managers.
- The total value of the reported holdings is $4,337,675,517 across 17 different securities.
- Three other managers are included in this report: Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C.
- AlpInvest Partners B.V. is an indirectly wholly owned investment adviser of The Carlyle Group Inc., though Carlyle Group Inc. does not participate in its investment decision-making.
- The Carlyle Group Inc. completed its acquisition of the Abingworth group in August 2022, resulting in Abingworth LLP becoming a relying advisor.
Sentiment
Score: 5
Explanation: Neutral, as this is a routine regulatory disclosure of past holdings and does not contain forward-looking statements or performance metrics.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Provides transparency to shareholders and the market regarding Carlyle Group Inc.'s public equity holdings.
- Offers insights into the investment strategies and portfolio composition of the institutional investment manager.
Key Dates
| Date | Description |
|---|---|
| August 2022 | Acquisition of the Abingworth group completed by The Carlyle Group Inc. |
| 09-30-2025 | End of the calendar quarter for which the Form 13F-HR report is filed. |
| 11-07-2025 | Date the report was signed by Jeffrey W. Ferguson, General Counsel. |
Keywords
Carlyle Group, 13F-HR, Institutional Holdings, Investment Management, SEC Filing, Portfolio Disclosure, Abingworth, AlpInvest
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