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Carlyle Group (CG) 13F: $5.03B in holdings across affiliated managers

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

The Carlyle Group Inc. filed a Form 13F combination report disclosing institutional holdings managed by Carlyle and affiliated managers. The report lists 20 Information Table entries with a total market value of $5,032,012,385 and shows 3 other included managers.

The filing is signed by Jeffrey W. Ferguson, General Counsel on 08-08-2025. Explanatory notes state that AlpInvest Partners B.V. is an indirectly wholly owned adviser and that Carlyle completed its acquisition of the Abingworth group in August 2022, making Abingworth LLP a relying advisor.

Positive

  • None.

Negative

  • None.

Insights

13F shows Carlyle-affiliated managers hold over $5.03B in reported positions.

The filing aggregates 20 reported positions with an Information Table value total of $5,032,012,385, and lists three other included managers: Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C.. This indicates combined reporting across Carlyle entities rather than a single-manager snapshot.

Dependencies include reporting scope and quarter-end holdings; subsequent 13F amendments or manager-specific filings could provide more granular position detail.

Filing is a combination 13F with explanatory notes clarifying adviser relationships and an August 2022 acquisition.

The report is certified by General Counsel and includes explanatory language that AlpInvest Partners B.V. is indirectly wholly owned while investment decision-making is not shared. The filing also records the August 2022 Abingworth acquisition and its effect on advisory relationships.

These disclosures are procedural and clarify reporting structure; any compliance review should confirm whether each included manager files separate detailed tables.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2025
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Carlyle Group Inc.
Address: C/O THE CARLYLE GROUP
1001 PENNSYLVANIA AVENUE, N.W.
WASHINGTON, DC 20004
Form 13F File Number: 028-15025
CRD Number (if applicable): 000111128
SEC File Number (if applicable): 801-52462

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Jeffrey W. Ferguson
Title: General Counsel
Phone: 202-729-5626
Signature, Place, and Date of Signing:
/s/ Jeffrey W. Ferguson Washington, DC 08-08-2025
[Signature] [City, State] [Date]
Explanatory Note 1: AlpInvest Partners B.V. is an indirectly wholly owned investment adviser of The Carlyle Group Inc. However, The Carlyle Group Inc. does not participate in any investment decision-making of AlpInvest Partners B.V. --- Explanatory Note 2: In August 2022, The Carlyle Group Inc. completed its acquisition of the Abingworth group, a life sciences investment firm. As a result of the acquisition, Abingworth LLP became a relying advisor of Carlyle Investment Management L.L.C.
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
AlpInvest Partners B.V. 028-15646 000159215 801-72890 0001512910
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 20
Form 13F Information Table Value Total: 5,032,012,385
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 Abingworth LLP 028-14285 000163213 802-75741 0001397144
2 Carlyle Investment Management LLC 028-12429 000111128 801-52462 0001354120
3 CIM Global, L.L.C. 028-15024 000114795 0001555793

FAQ

What holdings does Carlyle Group Inc. report in this Form 13F (CG)?

The filing reports 20 Information Table entries totaling $5,032,012,385. It is a combination report that aggregates holdings across Carlyle and affiliated managers and lists three other included managers.

Who signed the Carlyle Group Inc. Form 13F and when?

The report is signed by Jeffrey W. Ferguson, General Counsel. The signature block shows the filing was signed in Washington, DC on 08-08-2025.

Does the filing explain relationships among Carlyle entities?

Yes. An explanatory note states AlpInvest Partners B.V. is an indirectly wholly owned adviser of The Carlyle Group Inc. and notes the August 2022 acquisition of the Abingworth group, making Abingworth LLP a relying advisor.

How many other managers are included with Carlyle in this report?

Three other included managers are listed. The filing names Abingworth LLP, Carlyle Investment Management LLC, and CIM Global, L.L.C. in the ‘‘List of Other Included Managers.’b>

What is the Form 13F report type filed by Carlyle Group Inc.?

It is a Form 13F Combination Report. The checked box indicates a portion of holdings are reported here while other holdings are reported by other reporting managers.