Carroll Investors, Inc
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Carroll Investors, Inc reported 30 stock positions worth $152.6 million. Its top holding was Apple (AAPL) at 13.4% of the portfolio, followed by Nvidia (NVDA, 12.9%) and Tesla (TSLA, 11.1%). Compared with Q2 2024, it opened 9 new positions, sold out of 1, added to 14 and reduced 6. The biggest buy was Palantir Technologies Class A (PLTR, shares +57%) and the biggest sale Snowflake (SNOW, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $152.6M (Q3 2024)
- SEC Filing
- 0001172661-24-004799 ↗ filed Nov 14, 2024
Holdings Value
Holdings 30 stocks · $152.6M
| AAPL Apple Inc. | 13.36% | 87,623 | $20.4M | Add +1.6% |
| NVDA Nvidia Corp. | 12.89% | 161,946 | $19.7M | Add +4.5% |
| TSLA Tesla Inc. | 11.08% | 64,661 | $16.9M | Add +1.4% |
| CMG Chipotle Mexican Grill Inc. | 10.92% | 287,331 | $16.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 8.81% | 31,262 | $13.4M | Add +4.1% |
| PANW Palo Alto Networks Inc. | 6.33% | 28,310 | $9.7M | Add +6.2% |
| AMD Advanced Micro Devices | 6.27% | 58,259 | $9.6M | Add +2.2% |
| PLTR Palantir Technologies Inc. Class A | 5.72% | 234,638 | $8.7M | Add +56.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 5.69% | 79,210 | $8.7M | Add +13.1% |
| COST Costco Wholesale Corp. | 3.87% | 6,659 | $5.9M | Reduce -12.1% |
| AMZN Amazon.com Inc. | 3.22% | 26,333 | $4.9M | Add +9.3% |
| SNOW Snowflake Inc. | 2.52% | 33,447 | $3.8M | Reduce -60.4% |
| PGR Progressive Corp. | 1.93% | 11,614 | $2.9M | Add +11.9% |
| XYZ Block Inc. | 1.74% | 39,520 | $2.7M | Reduce -30.5% |
| HD Home Depot Inc. | 0.78% | 2,943 | $1.2M | New |
| VRT Vertiv Holdings Co. Class A | 0.71% | 10,957 | $1.1M | New |
| RXRX Recursion Pharmaceuticals-A | 0.70% | 162,740 | $1.1M | Add +101.5% |
| META Meta Platforms Inc. Class A | 0.63% | 1,694 | $966K | New |
| APO Apollo Global Management Inc. | 0.57% | 6,906 | $864K | Add +7.9% |
| GE General Electric filed as GE AEROSPACE | 0.51% | 4,137 | $774K | Add +79.3% |
| GOOGL Alphabet Inc. Class A | 0.41% | 3,811 | $630K | Add +186.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.34% | 1,618 | $521K | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.24% | 639 | $369K | New |
| UNH Unitedhealth Group Inc. | 0.18% | 464 | $270K | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.15% | 251 | $224K | New |
| WMT Walmart Inc. | 0.14% | 2,654 | $212K | New |
| LLY Eli Lilly & Co. | 0.13% | 228 | $202K | New |
| JPM JPMorgan Chase & Co. | 0.13% | 956 | $201K | New |
| QBTS D-Wave Quantum Inc. | 0.02% | 30,485 | $30K | No change |
| ESPR Esperion Therapeutics Inc. | 0.01% | 12,071 | $20K | New |
Portfolio Sells Q2 2024 → Q3 2024
| SNOW Snowflake Inc. | Reduce -60.4% | 2.52% | −5.48 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.8% | 10.92% | −1.79 |
| XYZ Block Inc. | Reduce -30.5% | 1.74% | −0.82 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.75 |
| COST Costco Wholesale Corp. | Reduce -12.1% | 3.87% | −0.65 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.18% | −0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.4% | 0.34% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| PLTR Palantir Technologies Inc. Class A | Add +56.6% | 5.72% | +3.06 |
| TSLA Tesla Inc. | Add +1.4% | 11.08% | +2.24 |
| TTD Trade Desk Inc./the Class A | Add +13.1% | 5.69% | +0.90 |
| HD Home Depot Inc. | New | 0.78% | +0.78 |
| VRT Vertiv Holdings Co. Class A | New | 0.71% | +0.71 |
| META Meta Platforms Inc. Class A | New | 0.63% | +0.63 |
| AAPL Apple Inc. | Add +1.6% | 13.36% | +0.61 |
| PGR Progressive Corp. | Add +11.9% | 1.93% | +0.41 |
| RXRX Recursion Pharmaceuticals-A | Add +101.5% | 0.70% | +0.28 |
| GE General Electric | Add +79.3% | 0.51% | +0.25 |
| IVV iShares Core S&P 500 ETF | New | 0.24% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +186.3% | 0.41% | +0.24 |
| NOW ServiceNow Inc. | New | 0.15% | +0.15 |
| WMT Walmart Inc. | New | 0.14% | +0.14 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | New | 0.13% | +0.13 |
| APO Apollo Global Management Inc. | Add +7.9% | 0.57% | +0.04 |
| ESPR Esperion Therapeutics Inc. | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +6.2% | 6.33% | +0.00 |
| AMZN Amazon.com Inc. | Add +9.3% | 3.22% | −0.06 |
| AMD Advanced Micro Devices | Add +2.2% | 6.27% | −0.21 |
| NVDA Nvidia Corp. | Add +4.5% | 12.89% | −0.53 |
| MSFT Microsoft Corp. | Add +4.1% | 8.81% | −0.60 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $234.0M | AMD, NVDA, PLTR, TSLA, PANW |
| Q1 2026 | 31 | $187.1M | PLTR, NVDA, TSLA, AAPL, VRT |
| Q4 2025 | 31 | $209.3M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q3 2025 | 30 | $206.5M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q2 2025 | 31 | $188.7M | PLTR, NVDA, TSLA, AAPL, MSFT |
| Q1 2025 | 29 | $150.2M | PLTR, AAPL, NVDA, TSLA, CMG |
| Q4 2024 | 29 | $177.3M | TSLA, AAPL, NVDA, PLTR, CMG |
| Q3 2024 | 30 | $152.6M | AAPL, NVDA, TSLA, CMG, MSFT |
| Q2 2024 | 22 | $142.7M | NVDA, AAPL, CMG, MSFT, TSLA |
| Q1 2024 | 24 | $132.8M | CMG, AAPL, NVDA, MSFT, SNOW |