Carroll Investors, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Carroll Investors, Inc reported 31 stock positions worth $188.7 million. Its top holding was Palantir Technologies Class A (PLTR) at 16.7% of the portfolio, followed by Nvidia (NVDA, 14.1%) and Tesla (TSLA, 10.8%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 14 and reduced 9. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $188.7M (Q2 2025)
- SEC Filing
- 0001172661-25-003221 ↗ filed Aug 13, 2025
Holdings Value
Holdings 31 stocks · $188.7M
| PLTR Palantir Technologies Inc. Class A | 16.70% | 231,422 | $31.5M | Reduce -2.1% |
| NVDA Nvidia Corp. | 14.05% | 167,915 | $26.5M | Add +6.9% |
| TSLA Tesla Inc. | 10.81% | 64,174 | $20.4M | Reduce -2.2% |
| AAPL Apple Inc. | 8.70% | 80,125 | $16.4M | Reduce -5.8% |
| MSFT Microsoft Corp. | 8.28% | 31,424 | $15.6M | Reduce -1.3% |
| CMG Chipotle Mexican Grill Inc. | 6.59% | 222,140 | $12.4M | Reduce -10.3% |
| PANW Palo Alto Networks Inc. | 6.26% | 57,838 | $11.8M | Add +0.6% |
| SNOW Snowflake Inc. | 4.52% | 38,148 | $8.5M | Add +14.2% |
| COST Costco Wholesale Corp. | 3.91% | 7,469 | $7.4M | Add +1.3% |
| AMD Advanced Micro Devices | 3.91% | 51,915 | $7.4M | Reduce -5.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.52% | 92,655 | $6.6M | Add +4.9% |
| AMZN Amazon.com Inc. | 3.29% | 28,226 | $6.2M | Add +1.0% |
| PGR Progressive Corp. | 1.77% | 12,531 | $3.3M | Reduce -2.6% |
| VRT Vertiv Holdings Co. Class A | 1.43% | 21,047 | $2.7M | Add +34.5% |
| META Meta Platforms Inc. Class A | 1.19% | 3,047 | $2.2M | Add +10.8% |
| RXRX Recursion Pharmaceuticals-A | 1.03% | 385,602 | $2.0M | Add +13.0% |
| GE General Electric filed as GE AEROSPACE | 0.84% | 6,189 | $1.6M | Add +25.7% |
| APO Apollo Global Management Inc. | 0.68% | 9,074 | $1.3M | Reduce -6.0% |
| CEG Constellation Energy | 0.39% | 2,302 | $741K | Add +58.8% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,411 | $604K | Add +42.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 1,549 | $567K | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.27% | 932 | $506K | Add +45.9% |
| QBTS D-Wave Quantum Inc. | 0.24% | 30,485 | $446K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 956 | $276K | No change |
| WMT Walmart Inc. | 0.14% | 2,654 | $258K | Reduce -85.9% |
| HIMS Hims & Hers Health Inc. | 0.13% | 4,921 | $245K | New |
| V Visa Inc. Class A | 0.12% | 626 | $222K | No change |
| AVGO Broadcom Inc. | 0.12% | 793 | $219K | New |
| NOW ServiceNow Inc. | 0.11% | 211 | $217K | New |
| PH Parker Hannifin Corp. | 0.11% | 299 | $209K | New |
| GOOG Alphabet Inc. Class C | 0.11% | 1,152 | $205K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -5.8% | 8.70% | −3.87 |
| CMG Chipotle Mexican Grill Inc. | Reduce -10.3% | 6.59% | −1.68 |
| WMT Walmart Inc. | Reduce -85.9% | 0.14% | −0.93 |
| PGR Progressive Corp. | Reduce -2.6% | 1.77% | −0.65 |
| TSLA Tesla Inc. | Reduce -2.2% | 10.81% | −0.52 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.44 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.20 |
| APO Apollo Global Management Inc. | Reduce -6.0% | 0.68% | −0.20 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.15 |
| AMD Advanced Micro Devices | Reduce -5.9% | 3.91% | +0.13 |
| MSFT Microsoft Corp. | Reduce -1.3% | 8.28% | +0.32 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.1% | 16.70% | +3.40 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +6.9% | 14.05% | +2.71 |
| SNOW Snowflake Inc. | Add +14.2% | 4.52% | +1.27 |
| VRT Vertiv Holdings Co. Class A | Add +34.5% | 1.43% | +0.68 |
| TTD Trade Desk Inc./the Class A | Add +4.9% | 3.52% | +0.30 |
| CEG Constellation Energy | Add +58.8% | 0.39% | +0.20 |
| GE General Electric | Add +25.7% | 0.84% | +0.18 |
| META Meta Platforms Inc. Class A | Add +10.8% | 1.19% | +0.13 |
| HIMS Hims & Hers Health Inc. | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | New | 0.12% | +0.12 |
| NOW ServiceNow Inc. | New | 0.11% | +0.11 |
| PH Parker Hannifin Corp. | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +42.7% | 0.32% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +45.9% | 0.27% | +0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1.2% | 0.30% | −0.01 |
| RXRX Recursion Pharmaceuticals-A | Add +13.0% | 1.03% | −0.17 |
| AMZN Amazon.com Inc. | Add +1.0% | 3.29% | −0.25 |
| PANW Palo Alto Networks Inc. | Add +0.6% | 6.26% | −0.27 |
| COST Costco Wholesale Corp. | Add +1.3% | 3.91% | −0.71 |
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 |