Business Context and Reporting Period
This filing is a Form 13F-HR Combination Report submitted by Carlyle Group Inc. for the quarter ended December 31, 2025. The report covers the holdings of Carlyle Group Inc. and three other included managers: Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C. The filing was signed on February 13, 2026, by Jeffrey W. Ferguson, General Counsel.
Key Financial Metrics
As a Form 13F filing, this document reports 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: $13,566,904,392
- Total Number of Holdings: 20 entries
- Number of Included Managers: 3 (in addition to the primary filer)
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Carlyle Group Inc. itself.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., Q3 2025) to calculate material changes in holdings or total value. The report lists the current holdings as of the reporting date but does not explicitly detail additions or deletions relative to the previous quarter within the provided text.
Guidance, Outlook, and Risks
This filing type does not contain management guidance, outlook, or commentary on future performance. However, the following structural notes and contingencies are disclosed:
- AlpInvest Partners B.V.: Identified as an indirectly wholly owned investment adviser. Carlyle Group Inc. explicitly states it does not participate in any investment decision-making for AlpInvest Partners B.V.
- Abingworth Acquisition: Following the August 2022 acquisition of the Abingworth group, Abingworth LLP operates as a relying advisor of Carlyle Investment Management L.L.C.
- Report Type: This is a Combination Report, meaning a portion of the holdings for the reporting manager are reported here, while other portions are reported by other managers.
Investor Verification Checklist
- Verify the total portfolio value of $13.57 billion against the company's latest 10-Q or 10-K to understand the proportion of assets under management represented by these specific equity holdings.
- Confirm the specific 20 equity positions listed in the full schedule (not provided in the summary text) to assess sector concentration.
- Review the separate 13F filings for AlpInvest Partners B.V. to understand the full scope of the firm's equity exposure, as this report excludes their decision-making.
- Check the filing dates of the other included managers (Abingworth LLP, CIM Global, L.L.C.) to ensure data consistency across the group.