Fishy Whales
13F Institutional Portfolio · CIK 1527166

Carlyle Group

Reported 2026-03-31 · filed 2026-05-08
← All funds
$10.62B
Portfolio value
20
Positions
1
New positions
1
Sold out

13F book value over time

42 quarters
Quarter
-22%
1 Yr
+179%
2 Yr
+569%
3 Yr
+217%
5 Yr
-20%
10 Yr
+33%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
MDLN Health Care $8.33B 78.4% -13%
SARO Industrials $2.18B 20.6% -45%
PHAT Health Care $38.8M 0.4%
PYAIF Information Technology $22.3M 0.2%
INVH Real Estate $16.5M 0.2%
CUBE Real Estate $8.1M 0.1%
QTTB Health Care $7.1M 0.1%
GETY Information Technology $4.9M 0.0%
SPRB Health Care $2.5M 0.0%
FWRD Industrials $1.8M 0.0%
ACET Health Care $1.3M 0.0%
DNUT Consumer Discretionary $1.2M 0.0%
OKUR Health Care $1.1M 0.0%
JSPRW Health Care $934K 0.0%
SPWRW Industrials $550K 0.0%
HTFL Health Care $497K 0.0% NEW
SYRE Health Care $485K 0.0%
NCNA Health Care $480K 0.0% -100%
NABL Information Technology $438K 0.0%
XCUR Health Care $240K 0.0%
HOOD Financials $234K 0.0%

Sector allocation

SIC-derived
Health Care 79%Industrials 21%

Top buys

added this quarter
CompanyActionΔ value
HTFL new +497K

Top sells

trimmed + exited
CompanyActionΔ value
SARO trimmed −2.19B
MDLN trimmed −717.5M
NCNA sold out −480K