Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Carlyle Group Inc. for the reporting period ended June 30, 2026. The report was signed on August 7, 2026, by Anne K. Frederick, Corporate Secretary. The filing is a "13F Combination Report," indicating that while Carlyle Group Inc. reports a portion of its holdings, other managers also report holdings on its behalf.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The following metrics are derived from the reported portfolio:
- Total Reported Value: $10,000,861,951 (rounded to the nearest dollar).
- Number of Holdings Reported: 19 entries in the information table.
- Number of Other Included Managers: 3 managers are included in this consolidated report.
Note: The filing text does not provide values for Carlyle Group Inc.'s own revenue, profit, margins, debt, or liquidity.
Material Changes and Structure
The report includes holdings managed by Carlyle Group Inc. and three other affiliated managers:
- Abingworth LLP (Acquired by Carlyle in August 2022; operates as a relying advisor).
- Carlyle Investment Management LLC.
- CIM Global, L.L.C.
An explanatory note clarifies that AlpInvest Partners B.V. is an indirectly wholly owned investment adviser, but Carlyle Group Inc. does not participate in its investment decision-making; therefore, AlpInvest is listed as a separate reporting manager rather than an included manager in this specific summary table.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or specific risk factors regarding the company's future operations. The standard SEC disclaimer applies: the Commission has not reviewed the information for accuracy or completeness, and readers should not assume the data is accurate or complete.
Investor Verification Checklist
- Verify the total reported value of $10,000,861,951 against the sum of individual holdings in the full schedule.
- Confirm the distinction between holdings reported by Carlyle Group Inc. versus those reported by the three other included managers (Abingworth, CIM Global, etc.).
- Note that this report covers only equity securities required to be reported under Section 13(f) of the Exchange Act; it does not reflect private equity, debt, or cash positions.
- Check for any subsequent amendments filed after August 7, 2026, as this is the initial report for the quarter.