Carlyle AlpInvest Private Markets Fund

Carlyle AlpInvest Private Markets Fund

Actively managed U.S. equity closed-end fund
$5.03B NAV
364 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

Carlyle AlpInvest Private Markets Fund is an actively managed U.S. equity closed-end fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Closed-end fund

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.46%
of net assets
Stocks90.85%
Cash & short-term10.99%
Loans0.62%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1

New and exited totals aren’t verifiable for this fund.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
0 of 12 months
3-year
5 of 36 months
5-year
8 of 60 months
Volatility
Worst 3-yr fall
Cumulative return· Feb 2023 – Sep 2023

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
11.05%
Avg maturity
3.69 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

100%
floating
Floating rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y5-10y
<1y23.9%
1-3y3.9%
3-5y48.6%
5-10y23.5%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: 49.64% · $15.55M · 3 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Goldman Sachs Financial Square Government Fund10.36%$520.64M
N/A3.39%$170.25M
N/A2.93%$147.36M
N/A2.65%$133.18M
N/A2.59%$130.32M
N/A2.41%$121.21M
N/A2.27%$113.87M
N/A2.03%$102.17M
N/A1.74%$87.61M
N/A1.73%$86.99M
Showing 10 of 364Sign in to see more

Top 10 positions are 32.10% of net assets, top 25 49.98%, across 2 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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