13F HOLDINGS REPORT
Carroll Investors, Inc
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004690
Total Value
$206.5M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 230,729 | $42.1M | 20.37% |
| 2 | NVIDIA CORPORATION | NVDA | 156,105 | $29.1M | 14.07% |
| 3 | TESLA INC | TSLA | 64,174 | $28.5M | 13.82% |
| 4 | APPLE INC | AAPL | 79,437 | $20.2M | 9.80% |
| 5 | MICROSOFT CORP | MSFT | 30,125 | $15.6M | 7.55% |
| 6 | PALO ALTO NETWORKS INC | PANW | 57,674 | $11.7M | 5.69% |
| 7 | SNOWFLAKE INC | SNOW | 41,224 | $9.3M | 4.50% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 51,740 | $8.4M | 4.05% |
| 9 | AMAZON COM INC | AMZN | 33,222 | $7.3M | 3.54% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 7,517 | $6.9M | 3.36% |
| 11 | SOFI TECHNOLOGIES INC | SOFI | 256,108 | $6.8M | 3.28% |
| 12 | PROGRESSIVE CORP | 743315103 | 12,941 | $3.2M | 1.54% |
| 13 | VERTIV HOLDINGS CO | VRT | 21,047 | $3.2M | 1.53% |
| 14 | META PLATFORMS INC | META | 3,172 | $2.3M | 1.13% |
| 15 | RECURSION PHARMACEUTICALS IN | RXRX | 396,701 | $1.9M | 0.94% |
| 16 | GE AEROSPACE | 369604301 | 6,189 | $1.8M | 0.89% |
| 17 | ALPHABET INC | GOOG | 5,411 | $1.3M | 0.64% |
| 18 | APOLLO GLOBAL MGMT INC | 03769M106 | 9,074 | $1.2M | 0.59% |
| 19 | CHIPOTLE MEXICAN GRILL INC | CMG | 29,235 | $1.2M | 0.56% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 2,302 | $760,949 | 0.37% |
| 21 | D-WAVE QUANTUM INC | QBTS | 30,485 | $753,284 | 0.36% |
| 22 | VANGUARD WORLD FD | 921910816 | 1,551 | $624,153 | 0.30% |
| 23 | INTUITIVE SURGICAL INC | ISRG | 1,033 | $461,989 | 0.22% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 955 | $301,388 | 0.15% |
| 25 | HIMS & HERS HEALTH INC | HIMS | 4,921 | $279,119 | 0.14% |
| 26 | WALMART INC | WMT | 2,654 | $273,574 | 0.13% |
| 27 | BROADCOM INC | AVGO | 793 | $261,619 | 0.13% |
| 28 | ALPHABET INC | GOOG | 935 | $228,234 | 0.11% |
| 29 | PARKER-HANNIFIN CORP | PH | 299 | $226,687 | 0.11% |
| 30 | VISA INC | V | 626 | $213,704 | 0.10% |