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Carlyle Group Inc. (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $10,619,090,498 · 20 positions · top-10 99.9% · SEC filing history →

13FScore 48/100 — cloning their disclosed top holdings over ~4.6y returned +5%/yr vs S&P +11%/yr (alpha -6%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$HTFL · Heartflow Inc0.0%$497,256Med

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
none

Top holdings now

Issuer% bookBusiness
$MDLN · Medline Inc78.4%Medical supplies manufacturer and distributor
$SARO · Standardaero Inc20.6%Aircraft engine maintenance and repair (MRO)
$PHAT · Phathom Pharmaceuticals Inc0.4%Gastrointestinal disease therapeutics
$PONY · Pony Ai Inc0.2%Chinese autonomous-driving (robotaxi) technology
$INVH · Invitation Homes Inc0.2%Single-family rental home REIT
$CUBE · CubeSmart0.1%Self-storage REIT
$QTTB · Q32 Bio Inc0.1%Clinical-stage immunology and inflammation biotech
$GETY · Getty Images Holdings Inc0.0%Stock photography and visual-content licensing
$SPRB · Spruce Biosciences Inc0.0%Rare endocrine disorder drug developer
$FWRD · Forward Air Corp0.0%Expedited LTL freight and logistics

Generated 2026-06-27 · Alpha-Investor tracker