13F-HR: Carlyle Group Q1 2026 13F Holdings Disclosure

The Carlyle Group Inc. discloses its institutional investment holdings as of March 31, 2026, reporting a total portfolio value of approximately $10.62 billion.

Summary

• The Carlyle Group Inc. filed its Form 13F for the quarter ended March 31, 2026.
• The report covers a portfolio of 20 distinct equity holdings.
• The total reported value of the holdings is $10,619,090,498.
• The filing is a combination report, incorporating holdings from subsidiaries including Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C.
• Major positions include significant stakes in Medline Inc and Standardaero Inc.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral regulatory disclosure, as it is a mandatory historical report of holdings rather than a strategic corporate announcement.

Positives

• Diversified portfolio across life sciences, real estate, and industrial sectors.
• Significant capital deployment in private equity-backed entities like Medline and Standardaero.
• Transparent disclosure of subsidiary investment management structures.

Negatives

• The filing represents a snapshot of holdings as of March 31, 2026, and does not reflect current market movements or subsequent trades.
• Concentration risk is present, with two holdings (Medline and Standardaero) accounting for the vast majority of the total portfolio value.

Risks

• Market volatility affecting the valuation of equity holdings.
• Regulatory and compliance risks associated with investment management activities.
• Liquidity risks inherent in holding large positions in specific private or public entities.

Future Outlook

The filing does not provide forward-looking guidance or strategic outlook, as it is a retrospective disclosure of investment positions.

Management Comments

• The reporting manager represents that the information provided is true, correct, and complete.

Industry Context

StockSavvy.ai notes that this 13F filing reflects the standard quarterly transparency requirements for large institutional managers, highlighting Carlyle's continued focus on large-scale private equity-backed assets within their public equity reporting.

Comparison to Industry Standards

• The filing adheres to standard SEC 13F reporting requirements for institutional investment managers.
• The structure of reporting through multiple subsidiaries (Abingworth, CIM Global) is consistent with large-scale global alternative asset managers like Blackstone or KKR.

Stakeholder Impact

• Shareholders and investors can use this data to track the investment strategy and sector exposure of The Carlyle Group.

Next Steps

• The next 13F filing is expected for the quarter ending June 30, 2026.

Key Dates

Keywords

Carlyle Group, 13F, Institutional Investment, Portfolio Disclosure, Asset Management, Equity Holdings