Carroll Investors, Inc Portfolio Stock Holdings
Carroll Investors, Inc disclosed 31 stock positions valued at approximately $234.0 million in its latest SEC 13F filing. The largest holdings include ADVANCED MICRO DEVICES INC, NVIDIA CORPORATION, and PALANTIR TECHNOLOGIES INC. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $234.0M
Holdings by Sector
Carroll Investors, Inc Portfolio Holdings in Q2 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | AMD | Technology | 13.33% | 53,841 | -4 | -0.01% | $31,196,929 |
| NVIDIA CORPORATION | NVDA | Technology | 11.93% | 139,757 | -131 | -0.09% | $27,921,073 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 11.84% | 237,548 | -149 | -0.06% | $27,710,212 |
| TESLA INC | TSLA | Consumer Cyclical | 10.78% | 60,013 | -50 | -0.08% | $25,222,444 |
| PALO ALTO NETWORKS INC | PANW | Technology | 8.59% | 58,955 | +121 | +0.21% | $20,091,746 |
| VERTIV HOLDINGS CO | VRT | Industrials | 6.73% | 47,176 | +25 | +0.05% | $15,758,530 |
| APPLE INC | AAPL | Technology | 6.73% | 54,556 | -1,624 | -2.89% | $15,757,628 |
| SNOWFLAKE INC | SNOW | Technology | 6.63% | 60,956 | -133 | -0.22% | $15,509,096 |
| MICROSOFT CORP | MSFT | Technology | 5.00% | 31,356 | +60 | +0.19% | $11,691,931 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.04% | 7,587 | -25 | -0.33% | $7,109,247 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 2.92% | 381,363 | +12,912 | +3.50% | $6,839,745 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.88% | 28,255 | +157 | +0.56% | $6,738,818 |
| META PLATFORMS INC | META | Communication Services | 1.83% | 7,614 | +369 | +5.09% | $4,288,426 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.80% | 19,249 | -794 | -3.96% | $4,207,774 |
| GE AEROSPACE | GE | Industrials | 1.08% | 6,755 | +146 | +2.21% | $2,524,560 |
| RECURSION PHARMACEUTICALS IN | RXRX | Healthcare | 0.78% | 500,349 | -9,076 | -1.78% | $1,836,281 |
| ALPHABET INC | GOOGL | Communication Services | 0.52% | 3,411 | +1,020 | +42.66% | $1,218,989 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.33% | 3,046 | - | - | $764,141 |
| VANGUARD WORLD FD | MGK | Other | 0.28% | 7,435 | -233 | -3.04% | $653,611 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.22% | 14,836 | - | - | $504,424 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.18% | 1,033 | - | - | $410,803 |
| ALPHABET INC | GOOG | Communication Services | 0.14% | 935 | - | - | $330,364 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 2,654 | - | - | $303,289 |
| BROADCOM INC | AVGO | Technology | 0.13% | 793 | - | - | $299,556 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.12% | 299 | - | - | $292,458 |
| AMPHENOL CORP | APH | Technology | 0.12% | 1,565 | - | - | $275,941 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 817 | -92 | -10.12% | $267,429 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.11% | 959 | - | - | $257,837 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 0.10% | 6,842 | +6,842 | +100.00% | $237,212 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 220 | +220 | +100.00% | $234,278 |