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| Keyboard |
| Carroll Investors Inc
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|---|---|
| CRD # | 311180 |
| SEC # | 801-119870 |
| CIK # | 0001911400 |
| AUM | 221.4 M (2026-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 843-352-4963 |
| Address | 1036 Lansing Dr Mt Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 34.8 | ||
| Nvidia Corp | 24.4 | ||
| Tesla Motors Inc | 22.3 | ||
| Apple Inc | 14.3 | ||
| GS Acquisition Holdings Corp | 11.8 | ||
| Microsoft Corp | 11.6 | ||
| Advanced Micro Devices Inc | 11.0 | ||
| Palo Alto Networks Inc | 9.4 | ||
| Snowflake Inc | 9.2 | ||
| Costco Wholesale Corp /NEW | 7.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 12.9 |
| (b) Individuals (high net worth individuals) | 48 | 208.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 221.4 |
| By Discretionary | ||
| Discretionary | 298 | 221.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 221.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.4 | |
| Total | 298 | 221.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911400] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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