13F HOLDINGS REPORT
Carroll Investors, Inc
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001791
Total Value
$150.2M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 236,394 | $20.0M | 13.29% |
| 2 | APPLE INC | AAPL | 85,097 | $18.9M | 12.57% |
| 3 | NVIDIA CORPORATION | NVDA | 157,040 | $17.0M | 11.35% |
| 4 | TESLA INC | TSLA | 65,599 | $17.0M | 11.33% |
| 5 | CHIPOTLE MEXICAN GRILL INC | CMG | 247,619 | $12.4M | 8.27% |
| 6 | MICROSOFT CORP | MSFT | 31,847 | $12.0M | 7.97% |
| 7 | PALO ALTO NETWORKS INC | PANW | 57,483 | $9.8M | 6.54% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 7,376 | $6.9M | 4.63% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 55,178 | $5.7M | 3.78% |
| 10 | AMAZON COM INC | AMZN | 27,948 | $5.3M | 3.55% |
| 11 | SNOWFLAKE INC | SNOW | 33,412 | $4.9M | 3.26% |
| 12 | THE TRADE DESK INC | 88339J105 | 88,325 | $4.8M | 3.22% |
| 13 | PROGRESSIVE CORP | 743315103 | 12,872 | $3.6M | 2.42% |
| 14 | RECURSION PHARMACEUTICALS IN | RXRX | 341,331 | $1.8M | 1.20% |
| 15 | WALMART INC | WMT | 18,779 | $1.6M | 1.07% |
| 16 | META PLATFORMS INC | META | 2,750 | $1.6M | 1.06% |
| 17 | APOLLO GLOBAL MGMT INC | 03769M106 | 9,657 | $1.3M | 0.88% |
| 18 | VERTIV HOLDINGS CO | VRT | 15,651 | $1.1M | 0.75% |
| 19 | GE AEROSPACE | 369604301 | 4,924 | $984,948 | 0.66% |
| 20 | HOME DEPOT INC | HD | 1,819 | $661,116 | 0.44% |
| 21 | VANGUARD WORLD FD | 921910816 | 1,531 | $472,895 | 0.31% |
| 22 | ALPHABET INC | GOOG | 2,391 | $369,481 | 0.25% |
| 23 | INTUITIVE SURGICAL INC | ISRG | 639 | $316,478 | 0.21% |
| 24 | ISHARES TR | 464287200 | 547 | $307,359 | 0.20% |
| 25 | CONSTELLATION ENERGY CORP | CEG | 1,450 | $294,350 | 0.20% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 956 | $233,063 | 0.16% |
| 27 | D-WAVE QUANTUM INC | QBTS | 30,485 | $231,686 | 0.15% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 443 | $229,815 | 0.15% |
| 29 | VISA INC | V | 626 | $219,388 | 0.15% |