Jeffrey W. Ferguson
@Carlyle Group Inc.
Latest period2024 - Q3ReportedManaged Assets$954.248MTotal holdings26
Assets growth rate-9.37%Assets growth rate (2-Q avg)-21.49%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Carlyle Group Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 26 positions.
Assets under management
The assets under management (AUM) of Carlyle Group Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 954.248M in assets, with a quarterly growth rate of -9.37% and a 2-quarter average growth rate of -21.49%. The portfolio is managed by Jeffrey W. Ferguson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
QDELQuidelortho Corp
| 39.48% | $376.664M 8.26M shares@ $45.61 avg price | Decreased -28.3% |
SLNOSoleno Therapeutics Inc
| 21.53% | $205.37M 4.072M shares@ $50.44 avg price | |
ZIZoominfo Technologies Inc
| 12.62% | $120.386M 11.665M shares@ $10.33 avg price | Decreased -32.35% |
PHATPhathom Pharmaceuticals Inc
| 6.63% | $63.187M 3.497M shares@ $18.08 avg price | |
QTTBQ32 Bio Inc
| 5.1% | $48.62M 1.103M shares@ $44.1 avg price | |
GETYGetty Images Holdings Inc
| 3.68% | $35.101M 9.213M shares@ $3.82 avg price | |
JSPRJasper Therapeutics Inc
| 2.09% | $19.895M 1.066M shares@ $18.67 avg price | |
INVHInvitation Homes Inc
| 1.77% | $16.837M 477,500 shares@ $35.26 avg price | |
CSLRComplete Solaria Inc
| 1.45% | $13.773M 4.901M shares@ $2.81 avg price | Decreased -0.71% |
SMHISeacor Marine Hldgs Inc
| 1.35% | $12.851M 1.332M shares@ $9.65 avg price | Increased 1.34% |