13F-HR: Carlyle Group Inc. Reveals Q1 2025 Investment Portfolio

Carlyle Group Inc.'s latest 13F filing discloses its holdings as of March 31, 2025, showcasing a diverse portfolio with a total value of approximately $3.8 billion.

Summary

• Carlyle Group Inc. filed its Form 13F for the quarter ended March 31, 2025.
• The filing reveals the firm's holdings, with a total value of $3,803,733,001.
• The filing includes holdings from Carlyle Group Inc. and other included managers: AlpInvest Partners B.V., Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C.
• The report lists 23 holdings in the Form 13F Information Table.
• The largest holding is Standardaero Inc Com with a value of $3,579,159,391 and 134,352,830 shares.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.

Positives

• The filing provides transparency into Carlyle Group's investment portfolio.
• The inclusion of multiple managers offers a comprehensive view of the firm's investment strategies.
• The diverse range of holdings indicates a diversified investment approach.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies. Carlyle Group's filing is consistent with this regulatory requirement.

Comparison to Industry Standards

• Comparing Carlyle's portfolio to other major private equity firms like Blackstone or KKR would require analyzing their respective 13F filings and investment strategies.
• The size and composition of Carlyle's holdings can be benchmarked against industry averages for similar firms.
• Standardaero Inc Com is a significant holding, and its performance would be a key driver of Carlyle's overall portfolio performance.

Key Dates

Keywords

Form 13F, Carlyle Group, Investment Portfolio, Holdings, Institutional Investment Manager