Carroll Investors, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Carroll Investors, Inc reported 31 stock positions worth $187.1 million. Its top holding was Palantir Technologies Class A (PLTR) at 18.6% of the portfolio, followed by Nvidia (NVDA, 13.0%) and Tesla (TSLA, 11.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 13 and reduced 8. The biggest buy was Vertiv Class A (VRT, shares +41%) and the biggest sale Apple (AAPL, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $187.1M (Q1 2026)
- SEC Filing
- 0001172661-26-002268 ↗ filed May 15, 2026
Holdings Value
Holdings 31 stocks · $187.1M
| PLTR Palantir Technologies Inc. Class A | 18.59% | 237,697 | $34.8M | Add +6.0% |
| NVDA Nvidia Corp. | 13.04% | 139,888 | $24.4M | Reduce -10.4% |
| TSLA Tesla Inc. | 11.94% | 60,063 | $22.3M | Reduce -4.9% |
| AAPL Apple Inc. | 7.62% | 56,180 | $14.3M | Reduce -27.4% |
| VRT Vertiv Holdings Co. Class A | 6.32% | 47,151 | $11.8M | Add +40.8% |
| MSFT Microsoft Corp. | 6.19% | 31,296 | $11.6M | Add +0.7% |
| AMD Advanced Micro Devices | 5.86% | 53,845 | $11.0M | Add +2.8% |
| PANW Palo Alto Networks Inc. | 5.04% | 58,834 | $9.4M | Add +1.7% |
| SNOW Snowflake Inc. | 4.93% | 61,089 | $9.2M | Add +45.1% |
| COST Costco Wholesale Corp. | 4.05% | 7,612 | $7.6M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 3.13% | 28,098 | $5.9M | Reduce -0.2% |
| SOFI Sofi Technologies Inc. | 3.13% | 368,451 | $5.9M | Add +73.5% |
| META Meta Platforms Inc. Class A | 2.22% | 7,245 | $4.1M | Add +51.6% |
| PGR Progressive Corp. | 2.12% | 20,043 | $4.0M | Add +31.6% |
| GE General Electric filed as GE AEROSPACE | 1.00% | 6,609 | $1.9M | Add +6.8% |
| CRWV Coreweave Inc. Class A | 0.97% | 23,413 | $1.8M | New |
| RXRX Recursion Pharmaceuticals-A | 0.84% | 509,425 | $1.6M | Add +25.8% |
| CEG Constellation Energy | 0.45% | 3,046 | $851K | Add +41.9% |
| GOOGL Alphabet Inc. Class A | 0.37% | 2,391 | $688K | Reduce -29.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 7,668 | $564K | Add +411.2% |
| ISRG Intuitive Surgical Inc. | 0.25% | 1,033 | $476K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.25% | 14,836 | $475K | Reduce -40.5% |
| QBTS D-Wave Quantum Inc. | 0.24% | 30,485 | $440K | No change |
| WMT Walmart Inc. | 0.18% | 2,654 | $330K | No change |
| SPOT Spotify Technology SA | 0.16% | 620 | $301K | Reduce -68.3% |
| GOOG Alphabet Inc. Class C | 0.14% | 935 | $268K | No change |
| PH Parker Hannifin Corp. | 0.14% | 299 | $268K | No change |
| JPM JPMorgan Chase & Co. | 0.14% | 909 | $267K | New |
| NEE Nextera Energy Inc. | 0.14% | 2,728 | $253K | New |
| AVGO Broadcom Inc. | 0.13% | 793 | $245K | No change |
| HWM Howmet Aerospace Inc. | 0.12% | 959 | $221K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -27.4% | 7.62% | −2.43 |
| TSLA Tesla Inc. | Reduce -4.9% | 11.94% | −1.65 |
| NVDA Nvidia Corp. | Reduce -10.4% | 13.04% | −0.88 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.88 |
| SPOT Spotify Technology SA | Reduce -68.3% | 0.16% | −0.38 |
| CMG Chipotle Mexican Grill Inc. | Reduce -40.5% | 0.25% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -29.9% | 0.37% | −0.14 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.14 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.13% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -12.2% | 4.05% | +0.48 |
Portfolio Buys Q4 2025 → Q1 2026
| VRT Vertiv Holdings Co. Class A | Add +40.8% | 6.32% | +3.72 |
| CRWV Coreweave Inc. Class A | New | 0.97% | +0.97 |
| META Meta Platforms Inc. Class A | Add +51.6% | 2.22% | +0.71 |
| SNOW Snowflake Inc. | Add +45.1% | 4.93% | +0.51 |
| AMD Advanced Micro Devices | Add +2.8% | 5.86% | +0.50 |
| SOFI Sofi Technologies Inc. | Add +73.5% | 3.13% | +0.47 |
| PGR Progressive Corp. | Add +31.6% | 2.12% | +0.46 |
| JPM JPMorgan Chase & Co. | New | 0.14% | +0.14 |
| NEE Nextera Energy Inc. | New | 0.14% | +0.14 |
| HWM Howmet Aerospace Inc. | New | 0.12% | +0.12 |
| CEG Constellation Energy | Add +41.9% | 0.45% | +0.09 |
| GE General Electric | Add +6.8% | 1.00% | +0.09 |
| RXRX Recursion Pharmaceuticals-A | Add +25.8% | 0.84% | +0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +411.2% | 0.30% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +1.7% | 5.04% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +6.0% | 18.59% | −0.42 |
| MSFT Microsoft Corp. | Add +0.7% | 6.19% | −0.99 |
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 |