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. The reporting period covers holdings as of December 31, 2025. This form discloses equity securities held by institutional investment managers, providing a snapshot of the firm's long-only equity portfolio at the end of the quarter.
Key Financial Metrics and Portfolio Composition
The filing details specific equity positions rather than aggregate financial performance metrics (revenue, profit, cash flow) for Carlyle Group Inc. itself. The portfolio consists of 20 distinct issuers with a mix of large-cap and small/micro-cap positions.
- Largest Position by Share Count: Medline Inc (215,303,036 shares) and Standardaero Inc (152,673,891 shares).
- Notable Holdings: Includes positions in Getty Images Holdings Inc (6,234,252 shares), Invitation Homes Inc (664,100 shares), and Phathom Pharmaceuticals Inc (3,496,808 shares).
- Smallest Position: Spyre Therapeutics Inc (9,620 shares).
- Voting Authority: The filing indicates "Sole" or "Shared" discretion for various positions, with "None" listed for others, reflecting the specific management rights held.
Material Changes and Portfolio Activity
As this is a static snapshot of holdings at a specific date, the filing text does not provide comparative data against the prior period (e.g., Q3 2025) to determine material changes, net purchases, or sales. The document lists current holdings but lacks the historical delta required to analyze trading activity.
Guidance, Outlook, and Risks
The filing text does not contain management commentary, forward-looking guidance, risk factors, or contingencies. Form 13F is a regulatory disclosure of holdings and does not include narrative sections regarding future strategy or financial outlook. The standard disclaimer notes that the SEC has not reviewed the information for accuracy.
Key Facts for Investor Verification
- Portfolio Concentration: Verify the valuation of the massive share counts in Medline Inc and Standardaero Inc to understand their weight in the total portfolio.
- Reporting Date Accuracy: Confirm that the "2025 Dec 31" date aligns with the actual filing submission timeline, as this appears to be a future-dated or hypothetical scenario in the provided text.
- Missing Valuation Context: The "Value" column in the source text is empty; investors must calculate current market value using the share counts and current market prices.
- Issuer Specifics: Note the presence of "New" designations for several issuers (e.g., Adicet Bio, Jasper Therapeutics), indicating recent IPOs or secondary offerings.