Carroll Investors, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Carroll Investors, Inc reported 29 stock positions worth $177.3 million. Its top holding was Tesla (TSLA) at 14.8% of the portfolio, followed by Apple (AAPL, 12.3%) and Nvidia (NVDA, 12.1%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 10 and reduced 8. The biggest buy was Palantir Technologies Class A (PLTR, shares +2%) and the biggest sale Chipotle Mexican Grill (CMG, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $177.3M (Q4 2024)
- SEC Filing
- 0001172661-25-000835 ↗ filed Feb 13, 2025
Holdings Value
Holdings 29 stocks · $177.3M
| TSLA Tesla Inc. | 14.83% | 64,989 | $26.3M | Add +0.5% |
| AAPL Apple Inc. | 12.27% | 86,862 | $21.8M | Reduce -0.9% |
| NVDA Nvidia Corp. | 12.08% | 159,164 | $21.4M | Reduce -1.7% |
| PLTR Palantir Technologies Inc. Class A | 10.24% | 239,897 | $18.2M | Add +2.2% |
| CMG Chipotle Mexican Grill Inc. | 9.06% | 266,602 | $16.1M | Reduce -7.2% |
| MSFT Microsoft Corp. | 7.53% | 31,647 | $13.3M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 5.82% | 56,674 | $10.3M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 5.26% | 79,197 | $9.3M | Reduce -0.0% |
| AMD Advanced Micro Devices | 4.03% | 59,057 | $7.1M | Add +1.4% |
| COST Costco Wholesale Corp. | 3.62% | 6,991 | $6.4M | Add +5.0% |
| AMZN Amazon.com Inc. | 3.49% | 28,202 | $6.2M | Add +7.1% |
| SNOW Snowflake Inc. | 2.91% | 33,385 | $5.2M | Reduce -0.2% |
| XYZ Block Inc. | 1.69% | 35,129 | $3.0M | Reduce -11.1% |
| PGR Progressive Corp. | 1.57% | 11,614 | $2.8M | No change |
| RXRX Recursion Pharmaceuticals-A | 0.94% | 246,985 | $1.7M | Add +51.8% |
| VRT Vertiv Holdings Co. Class A | 0.82% | 12,800 | $1.5M | Add +16.8% |
| META Meta Platforms Inc. Class A | 0.76% | 2,285 | $1.3M | Add +34.9% |
| APO Apollo Global Management Inc. | 0.64% | 6,906 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.41% | 3,811 | $724K | No change |
| GE General Electric filed as GE AEROSPACE | 0.39% | 4,137 | $693K | No change |
| UNH Unitedhealth Group Inc. | 0.36% | 1,273 | $646K | Add +174.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 1,549 | $532K | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 0.20% | 614 | $361K | Reduce -3.9% |
| ROST Ross Stores Inc. | 0.20% | 2,379 | $360K | New |
| NOW ServiceNow Inc. | 0.15% | 251 | $266K | No change |
| QBTS D-Wave Quantum Inc. | 0.14% | 30,485 | $256K | No change |
| WMT Walmart Inc. | 0.14% | 2,654 | $240K | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 956 | $229K | No change |
| ESPR Esperion Therapeutics Inc. | 0.01% | 12,071 | $27K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CMG Chipotle Mexican Grill Inc. | Reduce -7.2% | 9.06% | −1.86 |
| AAPL Apple Inc. | Reduce -0.9% | 12.27% | −1.08 |
| NVDA Nvidia Corp. | Reduce -1.7% | 12.08% | −0.81 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.78 |
| TTD Trade Desk Inc./the Class A | Reduce -0.0% | 5.26% | −0.43 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.13 |
| XYZ Block Inc. | Reduce -11.1% | 1.69% | −0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.3% | 0.30% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -3.9% | 0.20% | −0.04 |
| SNOW Snowflake Inc. | Reduce -0.2% | 2.91% | +0.39 |
Portfolio Buys Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | Add +2.2% | 10.24% | +4.52 |
| TSLA Tesla Inc. | Add +0.5% | 14.83% | +3.74 |
| AMZN Amazon.com Inc. | Add +7.1% | 3.49% | +0.27 |
| RXRX Recursion Pharmaceuticals-A | Add +51.8% | 0.94% | +0.24 |
| ROST Ross Stores Inc. | New | 0.20% | +0.20 |
| UNH Unitedhealth Group Inc. | Add +174.3% | 0.36% | +0.19 |
| META Meta Platforms Inc. Class A | Add +34.9% | 0.76% | +0.12 |
| VRT Vertiv Holdings Co. Class A | Add +16.8% | 0.82% | +0.11 |
| COST Costco Wholesale Corp. | Add +5.0% | 3.62% | −0.25 |
| MSFT Microsoft Corp. | Add +1.2% | 7.53% | −1.29 |
| AMD Advanced Micro Devices | Add +1.4% | 4.03% | −2.24 |
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 |