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Carroll Investors, Inc

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13F filer, CIK 1911400, Mt Pleasant, SC

Carroll Investors, Inc reported $187,058,096 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 83.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002268

Period
2026-03-31
Reported value
$187M
Holdings
31
Top 10 weight
83.58%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VRTadded+13,661$3.42M
SNOWadded+18,991$2.86M
SOFIadded+156,145$2.48M
PLTRadded+13,570$1.99M
CRWVnew+23,413$1.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-21,161-$5.37M
NVDAreduced-16,317-$2.85M
APOexited-12,763-$1.85M
TSLAreduced-3,123-$1.16M
COSTreduced-1,062-$1.06M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002268, largest first. % of portfolio is the value over $187,058,096, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,638 shares; 2024Q4: 239,897 shares; 2025Q1: 236,394 shares; 2025Q2: 231,422 shares; 2025Q3: 230,729 shares; 2025Q4: 224,127 shares; 2026Q1: 237,697 shares 237,697$34.8M18.59%+13,570Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,946 shares; 2024Q4: 159,164 shares; 2025Q1: 157,040 shares; 2025Q2: 167,915 shares; 2025Q3: 156,105 shares; 2025Q4: 156,205 shares; 2026Q1: 139,888 shares 139,888$24.4M13.04%-16,317Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,661 shares; 2024Q4: 64,989 shares; 2025Q1: 65,599 shares; 2025Q2: 64,174 shares; 2025Q3: 64,174 shares; 2025Q4: 63,186 shares; 2026Q1: 60,063 shares 60,063$22.3M11.94%-3,123Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,623 shares; 2024Q4: 86,862 shares; 2025Q1: 85,097 shares; 2025Q2: 80,125 shares; 2025Q3: 79,437 shares; 2025Q4: 77,341 shares; 2026Q1: 56,180 shares 56,180$14.3M7.62%-21,161Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,957 shares; 2024Q4: 12,800 shares; 2025Q1: 15,651 shares; 2025Q2: 21,047 shares; 2025Q3: 21,047 shares; 2025Q4: 33,490 shares; 2026Q1: 47,151 shares 47,151$11.8M6.32%+13,661Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 31,647 shares; 2025Q1: 31,847 shares; 2025Q2: 31,424 shares; 2025Q3: 30,125 shares; 2025Q4: 31,071 shares; 2026Q1: 31,296 shares 31,296$11.6M6.19%+225Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,259 shares; 2024Q4: 59,057 shares; 2025Q1: 55,178 shares; 2025Q2: 51,915 shares; 2025Q3: 51,740 shares; 2025Q4: 52,368 shares; 2026Q1: 53,845 shares 53,845$11M5.86%+1,477Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,310 shares; 2024Q4: 56,674 shares; 2025Q1: 57,483 shares; 2025Q2: 57,838 shares; 2025Q3: 57,674 shares; 2025Q4: 57,845 shares; 2026Q1: 58,834 shares 58,834$9.43M5.04%+989Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,447 shares; 2024Q4: 33,385 shares; 2025Q1: 33,412 shares; 2025Q2: 38,148 shares; 2025Q3: 41,224 shares; 2025Q4: 42,098 shares; 2026Q1: 61,089 shares 61,089$9.21M4.93%+18,991Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 6,991 shares; 2025Q1: 7,376 shares; 2025Q2: 7,469 shares; 2025Q3: 7,517 shares; 2025Q4: 8,674 shares; 2026Q1: 7,612 shares 7,612$7.58M4.05%-1,062Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 28,202 shares; 2025Q1: 27,948 shares; 2025Q2: 28,226 shares; 2025Q3: 33,222 shares; 2025Q4: 28,149 shares; 2026Q1: 28,098 shares 28,098$5.85M3.13%-51Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256,108 shares; 2025Q4: 212,306 shares; 2026Q1: 368,451 shares 368,451$5.85M3.13%+156,145Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 2,285 shares; 2025Q1: 2,750 shares; 2025Q2: 3,047 shares; 2025Q3: 3,172 shares; 2025Q4: 4,780 shares; 2026Q1: 7,245 shares 7,245$4.15M2.22%+2,465Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 11,614 shares; 2025Q1: 12,872 shares; 2025Q2: 12,531 shares; 2025Q3: 12,941 shares; 2025Q4: 15,225 shares; 2026Q1: 20,043 shares 20,043$3.97M2.12%+4,818Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,924 shares; 2025Q2: 6,189 shares; 2025Q3: 6,189 shares; 2025Q4: 6,189 shares; 2026Q1: 6,609 shares 6,609$1.88M1%+420Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,413 shares 23,413$1.81M0.97%newTimeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,740 shares; 2024Q4: 246,985 shares; 2025Q1: 341,331 shares; 2025Q2: 385,602 shares; 2025Q3: 396,701 shares; 2025Q4: 404,936 shares; 2026Q1: 509,425 shares 509,425$1.56M0.84%+104,489Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,146 shares; 2026Q1: 3,046 shares 3,046$851K0.45%+900Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 2,391 shares; 2025Q2: 3,411 shares; 2025Q3: 5,411 shares; 2025Q4: 3,411 shares; 2026Q1: 2,391 shares 2,391$688K0.37%-1,020Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,549 shares; 2025Q1: 1,531 shares; 2025Q2: 1,549 shares; 2025Q3: 1,551 shares; 2025Q4: 1,500 shares; 2026Q1: 7,668 shares 7,668$564K0.3%+6,168Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 932 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033$476K0.25%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,331 shares; 2024Q4: 266,602 shares; 2025Q1: 247,619 shares; 2025Q2: 222,140 shares; 2025Q3: 29,235 shares; 2025Q4: 24,939 shares; 2026Q1: 14,836 shares 14,836$475K0.25%-10,103Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,485 shares; 2024Q4: 30,485 shares; 2025Q1: 30,485 shares; 2025Q2: 30,485 shares; 2025Q3: 30,485 shares; 2025Q4: 30,485 shares; 2026Q1: 30,485 shares 30,485$440K0.24%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 18,779 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares 2,654$330K0.18%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 620 shares 620$301K0.16%-1,337Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935$268K0.14%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299$268K0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 955 shares; 2025Q4: not reported; 2026Q1: 909 shares 909$267K0.14%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,728 shares 2,728$253K0.14%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793$245K0.13%0Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares 959$221K0.12%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
APOAPOLLO GLOBAL MGMT INC12,763$1.85Mshares
UNHUNITEDHEALTH GROUP INC869$288Kshares
APHAMPHENOL CORP1,565$211Kshares
VVISA INC588$206Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002268 base2026-05-15acceptance time not in the bulk data set