Carroll Investors, Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Carroll Investors, Inc reported 29 stock positions worth $150.2 million. Its top holding was Palantir Technologies Class A (PLTR) at 13.3% of the portfolio, followed by Apple (AAPL, 12.6%) and Nvidia (NVDA, 11.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 13 and reduced 10. The biggest buy was Costco Wholesale (COST, shares +6%) and the biggest sale an exit from Block (XYZ).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $150.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001791 ↗ filed May 14, 2025
Holdings Value
Holdings 29 stocks · $150.2M
| PLTR Palantir Technologies Inc. Class A | 13.29% | 236,394 | $20.0M | Reduce -1.5% |
| AAPL Apple Inc. | 12.57% | 85,097 | $18.9M | Reduce -2.0% |
| NVDA Nvidia Corp. | 11.35% | 157,040 | $17.0M | Reduce -1.3% |
| TSLA Tesla Inc. | 11.33% | 65,599 | $17.0M | Add +0.9% |
| CMG Chipotle Mexican Grill Inc. | 8.27% | 247,619 | $12.4M | Reduce -7.1% |
| MSFT Microsoft Corp. | 7.97% | 31,847 | $12.0M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 6.54% | 57,483 | $9.8M | Add +1.4% |
| COST Costco Wholesale Corp. | 4.63% | 7,376 | $6.9M | Add +5.5% |
| AMD Advanced Micro Devices | 3.78% | 55,178 | $5.7M | Reduce -6.6% |
| AMZN Amazon.com Inc. | 3.55% | 27,948 | $5.3M | Reduce -0.9% |
| SNOW Snowflake Inc. | 3.26% | 33,412 | $4.9M | Add +0.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.22% | 88,325 | $4.8M | Add +11.5% |
| PGR Progressive Corp. | 2.42% | 12,872 | $3.6M | Add +10.8% |
| RXRX Recursion Pharmaceuticals-A | 1.20% | 341,331 | $1.8M | Add +38.2% |
| WMT Walmart Inc. | 1.07% | 18,779 | $1.6M | Add +607.6% |
| META Meta Platforms Inc. Class A | 1.06% | 2,750 | $1.6M | Add +20.4% |
| APO Apollo Global Management Inc. | 0.88% | 9,657 | $1.3M | Add +39.8% |
| VRT Vertiv Holdings Co. Class A | 0.75% | 15,651 | $1.1M | Add +22.3% |
| GE General Electric filed as GE AEROSPACE | 0.66% | 4,924 | $985K | Add +19.0% |
| HD Home Depot Inc. | 0.44% | 1,819 | $661K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.31% | 1,531 | $473K | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.25% | 2,391 | $369K | Reduce -37.3% |
| ISRG Intuitive Surgical Inc. | 0.21% | 639 | $316K | New |
| IVV iShares Core S&P 500 ETF | 0.20% | 547 | $307K | Reduce -10.9% |
| CEG Constellation Energy | 0.20% | 1,450 | $294K | New |
| JPM JPMorgan Chase & Co. | 0.16% | 956 | $233K | No change |
| QBTS D-Wave Quantum Inc. | 0.15% | 30,485 | $232K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 443 | $230K | Reduce -65.2% |
| V Visa Inc. Class A | 0.15% | 626 | $219K | New |
Portfolio Sells Q4 2024 → Q1 2025
| XYZ Block Inc. | Sold out | 0.00% | −1.69 |
| CMG Chipotle Mexican Grill Inc. | Reduce -7.1% | 8.27% | −0.79 |
| NVDA Nvidia Corp. | Reduce -1.3% | 11.35% | −0.74 |
| AMD Advanced Micro Devices | Reduce -6.6% | 3.78% | −0.25 |
| UNH Unitedhealth Group Inc. | Reduce -65.2% | 0.15% | −0.21 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -37.3% | 0.25% | −0.16 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.15 |
| ESPR Esperion Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -10.9% | 0.20% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.2% | 0.31% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 3.55% | +0.05 |
| AAPL Apple Inc. | Reduce -2.0% | 12.57% | +0.29 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.5% | 13.29% | +3.05 |
Portfolio Buys Q4 2024 → Q1 2025
| COST Costco Wholesale Corp. | Add +5.5% | 4.63% | +1.01 |
| WMT Walmart Inc. | Add +607.6% | 1.07% | +0.93 |
| PGR Progressive Corp. | Add +10.8% | 2.42% | +0.85 |
| PANW Palo Alto Networks Inc. | Add +1.4% | 6.54% | +0.72 |
| HD Home Depot Inc. | New | 0.44% | +0.44 |
| MSFT Microsoft Corp. | Add +0.6% | 7.97% | +0.44 |
| SNOW Snowflake Inc. | Add +0.1% | 3.26% | +0.35 |
| META Meta Platforms Inc. Class A | Add +20.4% | 1.06% | +0.30 |
| GE General Electric | Add +19.0% | 0.66% | +0.27 |
| RXRX Recursion Pharmaceuticals-A | Add +38.2% | 1.20% | +0.26 |
| APO Apollo Global Management Inc. | Add +39.8% | 0.88% | +0.24 |
| ISRG Intuitive Surgical Inc. | New | 0.21% | +0.21 |
| CEG Constellation Energy | New | 0.20% | +0.20 |
| V Visa Inc. Class A | New | 0.15% | +0.15 |
| VRT Vertiv Holdings Co. Class A | Add +22.3% | 0.75% | −0.07 |
| TTD Trade Desk Inc./the Class A | Add +11.5% | 3.22% | −2.04 |
| TSLA Tesla Inc. | Add +0.9% | 11.33% | −3.50 |
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 |