Carlyle Group
Carlyle Group reported 19 stocks worth $10B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MDLN (73.8%), SARO (25.3%) and PHAT (0.4%). Compared with Q1 2026, the fund opened new positions in REPX, NBIS and METC, added to SPWR and HOOD, trimmed INVH and QTTB and sold out of CUBE, HTFL and SYRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MDLN Medline Inc | $7.4B | 73.8% | 187M | No change | 3 of 8 | |
| 2 |  SARO Standardaero Inc | $2.5B | 25.3% | 84.6M | No change | 7 of 8 | |
| 3 |  PHAT Phathom Pharmaceuticals Inc | $37.9M | 0.4% | 3.5M | No change | 8 of 8 | |
| 4 |  INVH Invitation Homes Inc | $20M | 0.2% | 663K | −1,200 (−0%) | 8 of 8 | |
| 5 |  PONY Pony AI Inc | $16.4M | 0.2% | 2.4M | No change | 7 of 8 | |
| 6 |  GETYQ Getty Images Holdings Inc | $5.4M | 0.1% | 6.2M | No change | 8 of 8 | |
| 7 |  SPRB Spruce Biosciences Inc | $2.1M | 0.0% | 39K | No change | 4 of 8 | |
| 8 |  SPWR Complete Solaria Inc | $1.6M | 0.0% | 2.3M | +1.9M (+441%) | 8 of 8 | |
| 9 |  ACET Adicet Bio Inc | $1.6M | 0.0% | 184K | No change | 3 of 8 | |
| 10 |  FWRD Forward Air Corp | $1.4M | 0.0% | 107K | No change | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Carlyle Group 13F FAQ
What does Carlyle Group own?
Carlyle Group reported 19 stocks worth $10B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MDLN (73.8%), SARO (25.3%) and PHAT (0.4%). The table above lists every position in the filing (the top 10 without an account).
What did Carlyle Group buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 2 added to, 2 trimmed and 4 sold out. New positions include REPX, NBIS and METC. It sold all of CUBE, HTFL and SYRE.
When will Carlyle Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Carlyle Group's portfolio worth?
The Q2 2026 filing reports $10B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.