Lalia Capital’s Carlyle Group CG Stock Holding History

Lalia Capital’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.51M	Buy	202,000 +160,000	+381%	+$7.52M	4.13%	14
2026 Q1	$2.03M	Buy	+42,000	New	+$2.32M	1.28%	12

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lalia Capital's CG Position: Q2 2026 in Review

Lalia Capital increased its Carlyle Group (CG) stake by 381% in Q2 2026, buying an estimated $7.52M and bringing the position to 202,000 shares worth $8.51M. The position accounts for 4.13% of the portfolio, ranked #14.

Lalia Capital first reported a position in CG in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Lalia Capital held 202,000 shares of Carlyle Group worth $8.51M as of Q2 2026.
Lalia Capital bought 160,000 Carlyle Group shares in Q2 2026, an estimated $7.52M.
Carlyle Group made up 4.13% of Lalia Capital's portfolio in Q2 2026, its #14 holding.
Lalia Capital first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Lalia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.