SEC Filing Summary: Carlyle Group Inc. (Form 13F)
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Carlyle Group Inc. for the reporting period ending September 30, 2025. The document discloses equity securities held by the investment manager at the end of the quarter, detailing share counts, market values, and voting authority.
Key Financial Metrics and Portfolio Holdings
The filing does not provide aggregate revenue, profit, cash flow, or debt metrics for Carlyle Group Inc. itself. Instead, it lists specific equity positions held by the manager. Key holdings disclosed include:
- Standardaero Inc: 152,673,891 shares valued at approximately $4.17 billion.
- Phathom Pharmaceuticals Inc: 3,496,808 shares valued at approximately $41.05 million.
- Pony Ai Inc: 2,362,447 shares valued at approximately $53.13 million.
- Getty Images Holdings Inc: 6,234,252 shares valued at approximately $12.34 million.
- Adicet Bio Inc: 2,948,718 shares valued at approximately $2.39 million.
Voting authority for these positions is primarily listed as "Sole" or "Shared," with specific discretion codes (e.g., DFND 1, DFND 2) noted for various issuers.
Material Changes and Outlook
The filing text provided does not contain comparative data against the prior period (June 30, 2025), nor does it include management commentary, forward-looking guidance, risk factors, or details on contingencies. As a standard Form 13F, it serves as a snapshot of holdings rather than a narrative report on performance changes.
Investor Verification Checklist
- Verify the total aggregate value of the portfolio by summing the "Value" column for all disclosed securities.
- Confirm the accuracy of the share counts for the largest position, Standardaero Inc, given its significant valuation relative to other holdings.
- Review the "Voting Authority" column to determine the extent of control (Sole vs. Shared) over the disclosed positions.
- Check for any subsequent filings (e.g., 13F-HR amendments) that may update these positions for the quarter.