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Carlyle Group Inc. (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $10,619,090,498 · 20 positions · top-10 99.9% · SEC filing history →

13FScore 51/100 — cloning their disclosed top holdings over ~4.7y returned +6%/yr vs S&P +10%/yr (alpha -5%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$HTFL · Heartflow Inc0.0%$497,256+2%MedNASDAQ

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$MDLN · Medline Inc78.4%-5% Q4 '25Medline manufactures and distributes medical supplies, surgical products, and healthcare equipment to hospitals, surgery centers, physician offices, and post-acute care providers.NASDAQ
$SARO · Standardaero Inc20.6%+8% Q4 '24StandardAero provides aftermarket maintenance, repair and overhaul services for aircraft engines and components, serving commercial, business-aviation and military customers.
$PHAT · Phathom Pharmaceuticals Inc0.4%+53% Q1 '23Phathom Pharmaceuticals is a biopharmaceutical company developing and commercializing treatments for gastrointestinal diseases, including its acid-suppression drug vonoprazan.NASDAQ
$PONY · Pony Ai Inc0.2%-54% Q4 '24Pony.ai develops autonomous-driving technology, operating robotaxi and autonomous trucking services and licensing self-driving systems, primarily in China.NASDAQCitrini
$INVH · Invitation Homes Inc0.2%-4% Q1 '23A real estate investment trust (REIT) that owns, leases and manages single-family rental homes across major US markets.S&P
$CUBE · CubeSmart0.1%+5% Q3 '22A self-storage real estate investment trust that owns, operates, and manages self-storage facilities for personal and business use across the United States.
$QTTB · Q32 Bio Inc0.1%-12% Q1 '24Clinical-stage immunology and inflammation biotechNASDAQ
$GETY · Getty Images Holdings Inc0.0%-91% Q4 '22Stock photography and visual-content licensing
$SPRB · Spruce Biosciences Inc0.0%+386% Q3 '25Rare endocrine disorder drug developerNASDAQ
$FWRD · Forward Air Corp0.0%-44% Q2 '25Forward Air provides expedited, less-than-truckload freight and logistics services, along with intermodal and final-mile delivery, primarily for freight forwarders and shippers.NASDAQ

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker