Carroll Investors, Inc
SEC Form 13F institutional filer · CIK 0001911400
13F-HR · 24 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
91.4%
Carroll Investors, Inc — $167M AUM allocation strategy
Carroll Investors, Inc files SEC Form 13F and reports $167M of long US equity value across 24 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 63.0%, followed by Consumer Discretionary 17.1% and Industrials 8.4%.
The top 10 holdings account for 91% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Carroll Investors, Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$167M
total across 24 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VRT +13.7K sh · +$6.39M+$PLTR +13.6K sh · −$5.01M+$PGR +4.82K sh · +$501K
Biggest trims (shares)
−$AAPL −21.2K sh · −$6.77M−$NVDA −16.3K sh · −$4.75M−$CMG −10.1K sh · −$448K
Exited to nil (held last quarter, gone now)
$APO ($1.85M last qtr)$UNH ($288K last qtr)$APH ($211K last qtr)$V ($206K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors21.2%—
- Application Software20.8%—
- Automobile Manufacturers13.3%—
- Systems Software12.5%—
- Technology Hardware, Storage & Peripherals8.5%—
- Electrical Components & Equipment7.1%—
- Consumer Staples Merchandise Retail4.8%—
- Broadline Retail3.5%—
- Other holdings8.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PLTR | Palantir Technologies Inc | 238K | $34.8M | +13.6K | 20.8% |
| $NVDA | NVIDIA Corporation | 140K | $24.4M | -16.3K | 14.6% |
| $TSLA | Tesla Inc | 60.1K | $22.3M | -3.12K | 13.3% |
| $AAPL | Apple Inc | 56.2K | $14.3M | -21.2K | 8.5% |
| $VRT | Vertiv Holdings LLC | 47.2K | $11.8M | +13.7K | 7.1% |
| $MSFT | Microsoft Corporation | 31.3K | $11.6M | +225 | 6.9% |
| $AMD | Advanced Micro Devices Inc | 53.8K | $11M | +1.48K | 6.5% |
| $PANW | Palo Alto Networks Inc | 58.8K | $9.43M | +989 | 5.6% |
| $COST | Costco Wholesale Corporation | 7.61K | $7.58M | -1.06K | 4.5% |
| $AMZN | Amazon.com Inc | 28.1K | $5.85M | -51 | 3.5% |
…and 14 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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