Carroll Investors, Inc
Holdings as of 2026-06-30, filed 2026-08-03
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 34 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
31
Value reported by manager
$234M
Sum of our stored positions
$234M
should match the line above
Disclosure lag
34 d
quarter end to filing
Top 5 concentration
56.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
31 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $31.2M | 53,841 | — | 007903107 |
| NVIDIA CORPORATION | COM | $27.9M | 139,757 | — | 67066G104 |
| PALANTIR TECHNOLOGIES INC | CL A | $27.7M | 237,548 | — | 69608A108 |
| TESLA INC | COM | $25.2M | 60,013 | — | 88160R101 |
| PALO ALTO NETWORKS INC | COM | $20.1M | 58,955 | — | 697435105 |
| VERTIV HOLDINGS CO | COM CL A | $15.8M | 47,176 | — | 92537N108 |
| APPLE INC | COM | $15.8M | 54,556 | — | 037833100 |
| SNOWFLAKE INC | COM SHS | $15.5M | 60,956 | — | 833445109 |
| MICROSOFT CORP | COM | $11.7M | 31,356 | — | 594918104 |
| COSTCO WHOLESALE CORPORATION | COM | $7.1M | 7,587 | — | 22160K105 |
| SOFI TECHNOLOGIES INC | COM | $6.8M | 381,363 | — | 83406F102 |
| AMAZON COM INC | COM | $6.7M | 28,255 | — | 023135106 |
| META PLATFORMS INC | CL A | $4.3M | 7,614 | — | 30303M102 |
| PROGRESSIVE CORP | COM | $4.2M | 19,249 | — | 743315103 |
| COREWEAVE INC | COM CL A | $3.6M | 35,876 | — | 21873S108 |
| GE AEROSPACE | COM NEW | $2.5M | 6,755 | — | 369604301 |
| RECURSION PHARMACEUTICALS IN | CL A | $1.8M | 500,349 | — | 75629V104 |
| ALPHABET INC | CAP STK CL A | $1.2M | 3,411 | — | 02079K305 |
| CONSTELLATION ENERGY CORP | COM | $764.1K | 3,046 | — | 21037T109 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $653.6K | 7,435 | — | 921910816 |
| CHIPOTLE MEXICAN GRILL INC | COM | $504.4K | 14,836 | — | 169656105 |
| INTUITIVE SURGICAL INC | COM NEW | $410.8K | 1,033 | — | 46120E602 |
| ALPHABET INC | CAP STK CL C | $330.4K | 935 | — | 02079K107 |
| WALMART INC | COM | $303.3K | 2,654 | — | 931142103 |
| BROADCOM INC | COM | $299.6K | 793 | — | 11135F101 |
| PARKER-HANNIFIN CORP | COM | $292.5K | 299 | — | 701094104 |
| AMPHENOL CORP | CL A | $275.9K | 1,565 | — | 032095101 |
| JPMORGAN CHASE & CO | COM | $267.4K | 817 | — | 46625H100 |
| HOWMET AEROSPACE INC | COM | $257.8K | 959 | — | 443201108 |
| HIMS & HERS HEALTH INC | COM CL A | $237.2K | 6,842 | — | 433000106 |
| CATERPILLAR INC | COM | $234.3K | 220 | — | 149123101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-03