Filed: 5/15/2026ACC: 0001172661-26-002268
📋 What this filing means
CARROLL INVESTORS, INC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $187.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$187.06M
Total AUM (reported)
1.79M
Total Shares
Allocation by class
COM$119.56M63.9%
CL A$40.48M21.6%
COM CL A$13.63M7.3%
COM SHS$9.21M4.9%
COM NEW$2.35M1.3%
CAP STK CL A$687.6K0.4%
MEGA GRWTH IND$563.5K0.3%
Portfolio Concentration
Top 3$81.50M43.6%
4–10$74.84M40.0%
11–25$29.20M15.6%
Rest$1.52M0.8%
Top 3 weight
43.6%
Top 10 weight
83.6%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Sole
Full voting authority
1.79M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares237.70K
TypeSH
Market value$34.77M
18.59%
Sole
237.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares139.89K
TypeSH
Market value$24.40M
13.04%
Sole
139.89K
Shared
0.00
None
0.00
TESLA INC
SOLEShares60.06K
TypeSH
Market value$22.33M
11.94%
Sole
60.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares56.18K
TypeSH
Market value$14.26M
7.62%
Sole
56.18K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares47.15K
TypeSH
Market value$11.82M
6.32%
Sole
47.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares31.30K
TypeSH
Market value$11.58M
6.19%
Sole
31.30K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares53.84K
TypeSH
Market value$10.95M
5.86%
Sole
53.84K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares58.83K
TypeSH
Market value$9.43M
5.04%
Sole
58.83K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares61.09K
TypeSH
Market value$9.21M
4.93%
Sole
61.09K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares7.61K
TypeSH
Market value$7.58M
4.05%
Sole
7.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28.10K
TypeSH
Market value$5.85M
3.13%
Sole
28.10K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares368.45K
TypeSH
Market value$5.85M
3.13%
Sole
368.45K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.25K
TypeSH
Market value$4.15M
2.22%
Sole
7.25K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares20.04K
TypeSH
Market value$3.97M
2.12%
Sole
20.04K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares6.61K
TypeSH
Market value$1.88M
1.00%
Sole
6.61K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares23.41K
TypeSH
Market value$1.81M
0.97%
Sole
23.41K
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
SOLEShares509.43K
TypeSH
Market value$1.56M
0.84%
Sole
509.43K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares3.05K
TypeSH
Market value$850.6K
0.45%
Sole
3.05K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.39K
TypeSH
Market value$687.6K
0.37%
Sole
2.39K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares7.67K
TypeSH
Market value$563.5K
0.30%
Sole
7.67K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares1.03K
TypeSH
Market value$476.2K
0.25%
Sole
1.03K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares14.84K
TypeSH
Market value$474.9K
0.25%
Sole
14.84K
Shared
0.00
None
0.00
D-WAVE QUANTUM INC
SOLEShares30.48K
TypeSH
Market value$439.9K
0.24%
Sole
30.48K
Shared
0.00
None
0.00
WALMART INC
SOLEShares2.65K
TypeSH
Market value$329.8K
0.18%
Sole
2.65K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares620.00
TypeSH
Market value$300.6K
0.16%
Sole
620.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 237.70K | SH | $34.77M 18.59% | 237.70K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 139.89K | SH | $24.40M 13.04% | 139.89K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 60.06K | SH | $22.33M 11.94% | 60.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 56.18K | SH | $14.26M 7.62% | 56.18K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 47.15K | SH | $11.82M 6.32% | 47.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.30K | SH | $11.58M 6.19% | 31.30K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 53.84K | SH | $10.95M 5.86% | 53.84K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 58.83K | SH | $9.43M 5.04% | 58.83K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 61.09K | SH | $9.21M 4.93% | 61.09K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 7.61K | SH | $7.58M 4.05% | 7.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.10K | SH | $5.85M 3.13% | 28.10K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 368.45K | SH | $5.85M 3.13% | 368.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.25K | SH | $4.15M 2.22% | 7.25K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 20.04K | SH | $3.97M 2.12% | 20.04K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 6.61K | SH | $1.88M 1.00% | 6.61K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 23.41K | SH | $1.81M 0.97% | 23.41K | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INSOLE | CL A | 509.43K | SH | $1.56M 0.84% | 509.43K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 3.05K | SH | $850.6K 0.45% | 3.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.39K | SH | $687.6K 0.37% | 2.39K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 7.67K | SH | $563.5K 0.30% | 7.67K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.03K | SH | $476.2K 0.25% | 1.03K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 14.84K | SH | $474.9K 0.25% | 14.84K | 0.00 | 0.00 |
D-WAVE QUANTUM INCSOLE | COM | 30.48K | SH | $439.9K 0.24% | 30.48K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 2.65K | SH | $329.8K 0.18% | 2.65K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 620.00 | SH | $300.6K 0.16% | 620.00 | 0.00 | 0.00 |
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