Carlyle Group Inc.
The Carlyle Group is a multinational investment firm headquartered in Washington, DC, founded in 1987. It operates across private equity, alternative asset management, and financial services, managing $435–441 billion in assets. The firm employs between 2,200 and 10,000 professionals, operating from 29 offices on four continents, and serves a wide range of institutional clients through more than 600 investment vehicles. Carlyle is known for its expertise in leveraged buyouts, growth capital, real assets, global credit, and investment solutions. The firm is recognized for its global scale, industry reach, and a demonstrated history of value creation for investors.
Investment Strategy
The Carlyle Group leverages its global scale and deep industry expertise to deploy private capital across Global Private Equity, Global Credit, and Global Investment Solutions. The firm focuses on identifying new opportunities, driving business transformation, and fostering long-term growth through sustainable value creation. Carlyle utilizes a platform approach to every investment, emphasizing ESG integration and diversity as key to better investment outcomes. The strategy includes expanding into emerging areas such as clean energy, real assets, and liquid alternatives to address evolving market demands and enhance its strengths in private equity, alternative investments, and bespoke solutions for institutional and retail clients.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SARO | StandardAero Inc | 96.03% | $4.83B | 152,673,891 | $27.16 | $31.65 | +$1.25B |
S SLNO | Soleno Therapeutics Inc | 1.43% | $72.1M | 860,980 | $33.46 | $83.78 | +$10.6M |
P PHAT | Phathom Pharmaceuticals Inc | 0.67% | $33.5M | 3,496,808 | $8.29 | $9.59 | +$11.6M |
P PONY | Pony Ai Inc | 0.62% | $31.2M | 2,362,447 | $14.35 | $13.20 | +$10.3M |
I INVH | Invitation Homes Inc | 0.31% | $15.7M | 477,500 | $31.23 | $32.80 | -$978.9K |