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