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Carroll Investors, Inc Top Holdings and 13F Report (2025)

About Carroll Investors, Inc

Investment Activity

  • Carroll Investors, Inc has $188.73 million in total holdings as of June 30, 2025.
  • Carroll Investors, Inc owns shares of 31 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 3.44% of the portfolio was purchased this quarter.
  • About 3.81% of the portfolio was sold this quarter.
  • This quarter, Carroll Investors, Inc has purchased 29 new stocks and bought additional shares in 14 stocks.
  • Carroll Investors, Inc sold shares of 9 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC
$31,508,105
NVIDIA
$26,525,533
Tesla
$20,407,332
Apple
$16,410,401
Microsoft
$15,627,469

Largest New Holdings this Quarter

433000106 - Hims & Hers Health
$245,312 Holding
11135F101 - Broadcom
$218,590 Holding
81762P102 - ServiceNow
$216,925 Holding
701094104 - Parker-Hannifin
$208,843 Holding
02079K107 - Alphabet
$204,964 Holding

Largest Purchases this Quarter

NVIDIA
10,875 shares (about $1.72M)
Snowflake
4,736 shares (about $1.06M)
Vertiv
5,396 shares (about $692.47K)
GE Aerospace
1,265 shares (about $324.17K)
Trade Desk
4,330 shares (about $310.72K)

Largest Sales this Quarter

Walmart
16,125 shares (about $1.57M)
Chipotle Mexican Grill
25,479 shares (about $1.43M)
Apple
4,972 shares (about $1.02M)
PALANTIR TECHNOLOGIES INC
4,972 shares (about $676.94K)
Advanced Micro Devices
3,263 shares (about $463.54K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCarroll Investors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PALANTIR TECHNOLOGIES INC
$31,508,105$676,938 -2.1%231,42216.7%CL A
NVIDIA Corporation stock logo
NVDA
NVIDIA
$26,525,533$1,717,924 6.9%167,91514.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$20,407,332$453,150 -2.2%64,17410.8%Auto/Tires/Trucks
Apple Inc. stock logo
AAPL
Apple
$16,410,401$1,018,315 -5.8%80,1258.7%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$15,627,469$210,362 -1.3%31,4248.3%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$12,442,061$1,427,079 -10.3%222,1406.6%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,821,509$72,558 0.6%57,8386.3%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$8,534,852$1,059,585 14.2%38,1484.5%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,385,870$91,965 1.3%7,4693.9%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$7,375,045$463,542 -5.9%51,9153.9%Computer and Technology
The Trade Desk stock logo
TTD
Trade Desk
$6,648,923$310,721 4.9%92,6553.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,217,059$61,232 1.0%28,2263.3%Retail/Wholesale
The Progressive Corporation stock logo
PGR
Progressive
$3,335,376$90,764 -2.6%12,5311.8%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$2,700,962$692,469 34.5%21,0471.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,244,603$218,788 10.8%3,0471.2%Computer and Technology
Recursion Pharmaceuticals, Inc. stock logo
RXRX
Recursion Pharmaceuticals
$1,951,146$224,011 13.0%385,6021.0%Medical
GE Aerospace stock logo
GE
GE Aerospace
$1,585,993$324,169 25.7%6,1890.8%Aerospace
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$1,289,143$82,827 -6.0%9,0740.7%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$741,359$274,387 58.8%2,3020.4%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$603,883$180,581 42.7%3,4110.3%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$567,197$6,591 1.2%1,5490.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$506,458$159,219 45.9%9320.3%Medical
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
$446,3000.0%30,4850.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$275,5100.0%9560.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$258,340$1,569,605 -85.9%2,6540.1%Retail/Wholesale
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$245,312$245,312 New Holding4,9210.1%Medical
Visa Inc. stock logo
V
Visa
$222,2610.0%6260.1%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$218,590$218,590 New Holding7930.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$216,925$216,925 New Holding2110.1%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$208,843$208,843 New Holding2990.1%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$204,964$204,964 New Holding1,1520.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$0$661,116 -100.0%00.0%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$307,359 -100.0%00.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$229,815 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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