13F HOLDINGS REPORT
Carroll Investors, Inc
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003221
Total Value
$188.7M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 231,422 | $31.5M | 16.70% |
| 2 | NVIDIA CORPORATION | NVDA | 167,915 | $26.5M | 14.05% |
| 3 | TESLA INC | TSLA | 64,174 | $20.4M | 10.81% |
| 4 | APPLE INC | AAPL | 80,125 | $16.4M | 8.70% |
| 5 | MICROSOFT CORP | MSFT | 31,424 | $15.6M | 8.28% |
| 6 | CHIPOTLE MEXICAN GRILL INC | CMG | 222,140 | $12.4M | 6.59% |
| 7 | PALO ALTO NETWORKS INC | PANW | 57,838 | $11.8M | 6.26% |
| 8 | SNOWFLAKE INC | SNOW | 38,148 | $8.5M | 4.52% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 7,469 | $7.4M | 3.91% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 51,915 | $7.4M | 3.91% |
| 11 | THE TRADE DESK INC | 88339J105 | 92,655 | $6.6M | 3.52% |
| 12 | AMAZON COM INC | AMZN | 28,226 | $6.2M | 3.29% |
| 13 | PROGRESSIVE CORP | 743315103 | 12,531 | $3.3M | 1.77% |
| 14 | VERTIV HOLDINGS CO | VRT | 21,047 | $2.7M | 1.43% |
| 15 | META PLATFORMS INC | META | 3,047 | $2.2M | 1.19% |
| 16 | RECURSION PHARMACEUTICALS IN | RXRX | 385,602 | $2.0M | 1.03% |
| 17 | GE AEROSPACE | 369604301 | 6,189 | $1.6M | 0.84% |
| 18 | APOLLO GLOBAL MGMT INC | 03769M106 | 9,074 | $1.3M | 0.68% |
| 19 | CONSTELLATION ENERGY CORP | CEG | 2,302 | $741,359 | 0.39% |
| 20 | ALPHABET INC | GOOG | 3,411 | $603,883 | 0.32% |
| 21 | VANGUARD WORLD FD | 921910816 | 1,549 | $567,197 | 0.30% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 932 | $506,458 | 0.27% |
| 23 | D-WAVE QUANTUM INC | QBTS | 30,485 | $446,300 | 0.24% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 956 | $275,510 | 0.15% |
| 25 | WALMART INC | WMT | 2,654 | $258,340 | 0.14% |
| 26 | HIMS & HERS HEALTH INC | HIMS | 4,921 | $245,312 | 0.13% |
| 27 | VISA INC | V | 626 | $222,261 | 0.12% |
| 28 | BROADCOM INC | AVGO | 793 | $218,590 | 0.12% |
| 29 | SERVICENOW INC | NOW | 211 | $216,925 | 0.11% |
| 30 | PARKER-HANNIFIN CORP | PH | 299 | $208,843 | 0.11% |
| 31 | ALPHABET INC | GOOG | 1,152 | $204,964 | 0.11% |