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Maria Howe

Carroll Investors, Inc

Assets Managed
$187.058M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-10.61%(2Q avg: -4.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Carroll Investors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Carroll Investors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.058M in assets, with a quarterly growth rate of -10.61% and a 2-quarter average growth rate of -4.62%. The portfolio is managed by Maria Howe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 6.06%
18.59%
$34.77M
237,697 shares@ $146.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -10.44%
13.05%
$24.396M
139,888 shares@ $174.4 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -4.94%
11.94%
$22.328M
60,063 shares@ $371.75 avg price
AAPL
Apple Inc
Recent Activity
Decreased -27.36%
7.63%
$14.258M
56,180 shares@ $253.79 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Increased 40.8%
6.32%
$11.815M
47,151 shares@ $250.59 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.73%
6.2%
$11.585M
31,296 shares@ $370.18 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 2.83%
5.86%
$10.954M
53,845 shares@ $203.43 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Increased 1.71%
5.05%
$9.432M
58,834 shares@ $160.33 avg price
SNOW
Snowflake Inc-class A
Recent Activity
Increased 45.12%
4.93%
$9.213M
61,089 shares@ $150.83 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -12.24%
4.06%
$7.585M
7,612 shares@ $996.43 avg price

1-10 of 31