Carroll Investors, Inc

CIK 0001911400 · MT PLEASANT, SC · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Carroll Investors, Inc reported 31 positions worth $234.0M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: AMD (13.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$234.0M
2026 Q2
Positions
31
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.6%
Est. Net Flow (Q)
2026 Q2
10 / 31 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMDADVANCED MICRO DEVICES INCSH$31.2M13.33%53,841
2NVDANVIDIA CORPORATIONSH$27.9M11.93%139,757
3PLTRPALANTIR TECHNOLOGIES INCSH$27.7M11.84%237,548
4TSLATESLA INCSH$25.2M10.78%60,013
5PANWPALO ALTO NETWORKS INCSH$20.1M8.59%58,955
6VRTVERTIV HOLDINGS COSH$15.8M6.73%47,176
7AAPLAPPLE INCSH$15.8M6.73%54,556
8SNOWSNOWFLAKE INCSH$15.5M6.63%60,956
9MSFTMICROSOFT CORPSH$11.7M5.00%31,356
10COSTCOSTCO WHOLESALE CORPORATIONSH$7.1M3.04%7,587

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Carroll Investors, Inc hold as of Q2 2026?

Carroll Investors, Inc reported 31 positions worth $234.0M in its Q2 2026 13F filing. Largest positions: AMD (13.3%), NVDA (11.9%), PLTR (11.8%), TSLA (10.8%) and PANW (8.6%).

What did Carroll Investors, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Carroll Investors, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.