Paul Tudor Jones’s Carlyle Secured Lending CGBD Stock Holding History

Paul Tudor Jones’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200,000	Closed	-$2.19M	–	3628
2026 Q1	$2.19M	Hold	200,000	–	–	﹤0.01%	1780
2025 Q4	$2.5M	Buy	+200,000	New	+$2.49M	﹤0.01%	1650

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Paul Tudor Jones's CGBD Position: Q3 2025 in Review

Paul Tudor Jones sold out of Carlyle Secured Lending (CGBD) in Q3 2025, closing a stake of 219,146 shares — an estimated $3M sold.

Paul Tudor Jones first reported a position in CGBD in Q3 2023 and held it in 6 quarters. The position peaked at $3M in Q2 2025. 150 funds tracked by Wall St. Rank hold CGBD as of Q3 2025.

Paul Tudor Jones reported no remaining Carlyle Secured Lending position as of Q3 2025 after selling out during the quarter.
Paul Tudor Jones sold 219,146 Carlyle Secured Lending shares in Q3 2025, an estimated $3M.
Paul Tudor Jones first reported a position in Carlyle Secured Lending in Q3 2023 and held it in 6 quarters.
Paul Tudor Jones's Carlyle Secured Lending position peaked at $3M in Q2 2025.
150 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2025.

Based on Tudor Investment Corp's 13F filing for Q3 2025, filed 14 Nov 2025.