Arkolith/Funds/Carroll Investors, Inc

Carroll Investors, Inc

CIK 1911400
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Carroll Investors, Inc holds a focused book of 31 stocks worth $234.0M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Advanced Micro Devices. Their largest long position is Advanced Micro Devices at 13% of the equity book.

Added to
9
already held, bought more
Trimmed
11
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
85%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
76%
Consumer Discretionary
17%
Financials
5%
Health Care
1%
Utilities
0%
ETF / fund or unclassified
0%
Industrials
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Carroll Investors, Inc

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.4 / 31$4.4B
Hoffman, Alan N Investment Management8 / 31$166.3M
Palidye Holdings (Caymans) Ltd4 / 31$536.7M
Prospect Hill Management, LLC9 / 31$242.7M
Greenbrier Partners Capital Management, LLC7 / 31$1.2B
Draper Asset Management, LLC8 / 31$167.7M
Hoey Investments, Inc25 / 31$614.5M
Emerald Advisors, LLC12 / 31$619.7M

Ranked by the share of each fund's own book sitting in the names it shares with Carroll Investors, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

31 positions
#SecurityValueShares% PortLast moveHistory
1Advanced Micro Devices Inc
COM
$31.2M53.8K
13.3%
~0%
Reduced · −4 sh
2Nvidia Corporation
COM
$27.9M139.8K
11.9%
−0.1%
Reduced · −131 sh
3Palantir Technologies Inc
CL A
$27.7M237.5K
11.8%
−0.1%
Reduced · −149 sh
4Tesla Inc
COM
$25.2M60.0K
10.8%
−0.1%
Reduced · −50 sh
5Palo Alto Networks Inc
COM
$20.1M59.0K
8.6%
+0.2%
Added · +121 sh
6Vertiv Holdings Co
COM CL A
$15.8M47.2K
6.7%
+0.1%
Added · +25 sh
7Apple Inc
COM
$15.8M54.6K
6.7%
−2.9%
Reduced · −2K sh
8Snowflake Inc
COM SHS
$15.5M61.0K
6.6%
−0.2%
Reduced · −133 sh
9Microsoft Corp
COM
$11.7M31.4K
5.0%
+0.2%
Added · +60 sh
10Costco Wholesale Corporation
COM
$7.1M7.6K
3.0%
−0.3%
Reduced · −25 sh
11Sofi Technologies Inc
COM
$6.8M381.4K
2.9%
+3.5%
Added · +13K sh
12Amazon Com Inc
COM
$6.7M28.3K
2.9%
+0.6%
Added · +157 sh
13Meta Platforms Inc
CL A
$4.3M7.6K
1.8%
+5.1%
Added · +369 sh
14Progressive Corp
COM
$4.2M19.2K
1.8%
−4.0%
Reduced · −794 sh
15Coreweave Inc
COM CL A
$3.6M35.9K
1.5%
+53%
Added · +12K sh
16Ge Aerospace
COM NEW
$2.5M6.8K
1.1%
+2.2%
Added · +146 sh
17Recursion Pharmaceuticals In
CL A
$1.8M500.3K
0.8%
−1.8%
Reduced · −9K sh
18Alphabet Inc
CAP STK CL A
$1.2M3.4K
0.5%
+43%
Added · +1K sh
19Constellation Energy Corp
COM
$764K3.0K
0.3%
Held
20Vanguard World FD
MEGA GRWTH IND
$654K7.4K
0.3%
−3.0%
Reduced · −233 sh
21Chipotle Mexican Grill Inc
COM
$504K14.8K
0.2%
Held
22Intuitive Surgical Inc
COM NEW
$411K1.0K
0.2%
Held
23Alphabet Inc
CAP STK CL C
$330K935
0.1%
Held
24Walmart Inc
COM
$303K2.7K
0.1%
Held
25Broadcom Inc
COM
$300K793
0.1%
Held
26Parker-Hannifin Corp
COM
$292K299
0.1%
Held
27Amphenol Corp
CL A
$276K1.6K
0.1%
New
New position
28JPMorgan Chase & Co
COM
$267K817
0.1%
−10%
Reduced · −92 sh
29Howmet Aerospace Inc
COM
$258K959
0.1%
Held
30Hims & Hers Health Inc
COM CL A
$237K6.8K
0.1%
New
New position
31Caterpillar Inc
COM
$234K220
0.1%
New
New position
Showing all 31 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202631$234.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202631$187.1M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202631$209.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202530$206.5M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202531$188.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.