Business Context and Reporting Period
This Form 13F-HR filing is submitted by Carlyle Group Inc. for the quarter ended March 31, 2026. The report is a combination filing that includes holdings managed by Carlyle Group Inc. and three other included managers: AlpInvest Partners B.V., Abingworth LLP, and CIM Global, L.L.C. The filing was signed by Jeffrey W. Ferguson, General Counsel, on May 8, 2026.
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: $10,619,090,498
- Total Number of Holdings: 20 entries
- Number of Included Managers: 3 (excluding the primary filer)
Note: Operational metrics such as revenue, profit margins, and liquidity are not provided in this filing type.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or composition cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. It includes standard regulatory disclaimers stating that the SEC has not reviewed the information for accuracy. Two specific structural notes are provided:
- AlpInvest Partners B.V.: Identified as an indirectly wholly owned investment adviser, though Carlyle Group Inc. does not participate in its investment decision-making.
- Abingworth Acquisition: References the August 2022 acquisition of the Abingworth group, noting that Abingworth LLP became a relying advisor of Carlyle Investment Management L.L.C.
Investor Verification Checklist
- Verify the total reported value of $10.62 billion against the company's latest 10-Q or 10-K for context on total assets under management.
- Confirm the specific equity positions within the 20 reported entries to understand sector exposure.
- Review the relationship between Carlyle Group Inc. and the three included managers to ensure proper attribution of investment decisions.
- Check for any subsequent amendments to this filing, as the initial report may be updated.