Institutional Fund
Carroll Investors, Inc
Mt Pleasant, SCCIK 19114005 filings on record
Portfolio Value
$187.06M
Q1 2026
Holdings
31
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-10.6%
from $209.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Palantir Technologies Inc18.6%
- Nvidia Corporation13.0%
- Tesla Inc11.9%
- Apple Inc7.6%
- Vertiv Holdings Co6.3%
- Microsoft Corp6.2%
- Other36.3%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 237.7K | $34.77M | 18.6% | +13.6K | Added |
| 2 | Nvidia Corporation | 139.9K | $24.40M | 13.0% | −16.3K | Reduced |
| 3 | Tesla Inc | 60.1K | $22.33M | 11.9% | −3.1K | Reduced |
| 4 | Apple Inc | 56.2K | $14.26M | 7.6% | −21.2K | Reduced |
| 5 | Vertiv Holdings Co | 47.2K | $11.82M | 6.3% | +13.7K | Added |
| 6 | Microsoft Corp | 31.3K | $11.58M | 6.2% | +225 | Added |
| 7 | Advanced Micro Devices Inc | 53.8K | $10.95M | 5.9% | +1.5K | Added |
| 8 | Palo Alto Networks Inc | 58.8K | $9.43M | 5.0% | +989 | Added |
| 9 | Snowflake Inc | 61.1K | $9.21M | 4.9% | +19.0K | Added |
| 10 | Costco Whsl Corp New | 7.6K | $7.58M | 4.1% | −1.1K | Reduced |
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