Carroll Investors, Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Carroll Investors, Inc reported 31 stock positions worth $234.0 million. Its top holding was Advanced Micro Devices (AMD) at 13.3% of the portfolio, followed by Nvidia (NVDA, 11.9%) and Palantir Technologies Class A (PLTR, 11.8%). Compared with Q1 2026, it opened 3 new positions, sold out of 3, added to 9 and reduced 11. The biggest buy was Palo Alto Networks (PANW, shares +0%) and the biggest sale Palantir Technologies Class A (PLTR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $234.0M (Q2 2026)
- SEC Filing
- 0001172661-26-003009 ↗ filed Aug 3, 2026
Holdings Value
Holdings 31 stocks · $234.0M
| AMD Advanced Micro Devices | 13.33% | 53,841 | $31.2M | Reduce -0.0% |
| NVDA Nvidia Corp. | 11.93% | 139,757 | $27.9M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 11.84% | 237,548 | $27.7M | Reduce -0.1% |
| TSLA Tesla Inc. | 10.78% | 60,013 | $25.2M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 8.59% | 58,955 | $20.1M | Add +0.2% |
| VRT Vertiv Holdings Co. Class A | 6.73% | 47,176 | $15.8M | Add +0.1% |
| AAPL Apple Inc. | 6.73% | 54,556 | $15.8M | Reduce -2.9% |
| SNOW Snowflake Inc. | 6.63% | 60,956 | $15.5M | Reduce -0.2% |
| MSFT Microsoft Corp. | 5.00% | 31,356 | $11.7M | Add +0.2% |
| COST Costco Wholesale Corp. | 3.04% | 7,587 | $7.1M | Reduce -0.3% |
| SOFI Sofi Technologies Inc. | 2.92% | 381,363 | $6.8M | Add +3.5% |
| AMZN Amazon.com Inc. | 2.88% | 28,255 | $6.7M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.83% | 7,614 | $4.3M | Add +5.1% |
| PGR Progressive Corp. | 1.80% | 19,249 | $4.2M | Reduce -4.0% |
| CRWV Coreweave Inc. Class A | 1.52% | 35,876 | $3.6M | Add +53.2% |
| GE General Electric filed as GE AEROSPACE | 1.08% | 6,755 | $2.5M | Add +2.2% |
| RXRX Recursion Pharmaceuticals-A | 0.78% | 500,349 | $1.8M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.52% | 3,411 | $1.2M | Add +42.7% |
| CEG Constellation Energy | 0.33% | 3,046 | $764K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.28% | 7,435 | $654K | Reduce -80.6% |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 14,836 | $504K | No change |
| ISRG Intuitive Surgical Inc. | 0.18% | 1,033 | $411K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 935 | $330K | No change |
| WMT Walmart Inc. | 0.13% | 2,654 | $303K | No change |
| AVGO Broadcom Inc. | 0.13% | 793 | $300K | No change |
| PH Parker Hannifin Corp. | 0.13% | 299 | $292K | No change |
| APH Amphenol Corp. Class A | 0.12% | 1,565 | $276K | New |
| JPM JPMorgan Chase & Co. | 0.11% | 817 | $267K | Reduce -10.1% |
| HWM Howmet Aerospace Inc. | 0.11% | 959 | $258K | No change |
| HIMS Hims & Hers Health Inc. | 0.10% | 6,842 | $237K | New |
| CAT Caterpillar Inc. | 0.10% | 220 | $234K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -0.1% | 11.84% | −6.75 |
| TSLA Tesla Inc. | Reduce -0.1% | 10.78% | −1.16 |
| NVDA Nvidia Corp. | Reduce -0.1% | 11.93% | −1.11 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 3.04% | −1.02 |
| AAPL Apple Inc. | Reduce -2.9% | 6.73% | −0.89 |
| PGR Progressive Corp. | Reduce -4.0% | 1.80% | −0.33 |
| QBTS D-Wave Quantum Inc. | Sold out | 0.00% | −0.24 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.16 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.14 |
| RXRX Recursion Pharmaceuticals-A | Reduce -1.8% | 0.78% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -10.1% | 0.11% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -80.6% | 0.28% | −0.02 |
| SNOW Snowflake Inc. | Reduce -0.2% | 6.63% | +1.70 |
| AMD Advanced Micro Devices | Reduce -0.0% | 13.33% | +7.48 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +0.2% | 8.59% | +3.54 |
| CRWV Coreweave Inc. Class A | Add +53.2% | 1.52% | +0.55 |
| VRT Vertiv Holdings Co. Class A | Add +0.1% | 6.73% | +0.42 |
| GOOGL Alphabet Inc. Class A | Add +42.7% | 0.52% | +0.15 |
| APH Amphenol Corp. Class A | New | 0.12% | +0.12 |
| HIMS Hims & Hers Health Inc. | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | New | 0.10% | +0.10 |
| GE General Electric | Add +2.2% | 1.08% | +0.08 |
| SOFI Sofi Technologies Inc. | Add +3.5% | 2.92% | −0.21 |
| AMZN Amazon.com Inc. | Add +0.6% | 2.88% | −0.25 |
| META Meta Platforms Inc. Class A | Add +5.1% | 1.83% | −0.38 |
| MSFT Microsoft Corp. | Add +0.2% | 5.00% | −1.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $234.0M | AMD, NVDA, PLTR, TSLA, PANW |
| Q1 2026 | 31 | $187.1M | PLTR, NVDA, TSLA, AAPL, VRT |
| Q4 2025 | 31 | $209.3M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q3 2025 | 30 | $206.5M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q2 2025 | 31 | $188.7M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q1 2025 | 29 | $150.2M | PLTR, AAPL, NVDA, TSLA, CMG |
| Q4 2024 | 29 | $177.3M | TSLA, AAPL, NVDA, PLTR, CMG |
| Q3 2024 | 30 | $152.6M | AAPL, NVDA, TSLA, CMG, MSFT |
| Q2 2024 | 22 | $142.7M | NVDA, AAPL, CMG, MSFT, TSLA |
| Q1 2024 | 24 | $132.8M | CMG, AAPL, NVDA, MSFT, SNOW |