LAM
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Longboard Asset Management’s Carlyle Group CG Stock Holding History

Longboard Asset Management’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
2025
Q4 		– Sell
-3,250
Closed -$204K – 105
2025
Q3 		$204K Buy
+3,250
New +$203K 0.33% 235

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Morgan Stanley
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State Street
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Longboard Asset Management's CG Position: Q4 2025 in Review

Longboard Asset Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 3,250 shares — an estimated $204K sold.

Longboard Asset Management first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Longboard Asset Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 3,250 Carlyle Group shares in Q4 2025, an estimated $204K.
  • Longboard Asset Management first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
  • Longboard Asset Management's Carlyle Group position peaked at $204K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.