Carroll Investors, Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Carroll Investors, Inc reported 30 stock positions worth $206.5 million. Its top holding was Palantir Technologies Class A (PLTR) at 20.4% of the portfolio, followed by Nvidia (NVDA, 14.1%) and Tesla (TSLA, 13.8%). Compared with Q2 2025, it opened 1 new position, sold out of 2, added to 9 and reduced 9. The biggest buy was a new position in Sofi Technologies (SOFI) and the biggest sale Chipotle Mexican Grill (CMG, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $206.5M (Q3 2025)
- SEC Filing
- 0001172661-25-004690 ↗ filed Nov 12, 2025
Holdings Value
Holdings 30 stocks · $206.5M
| PLTR Palantir Technologies Inc. Class A | 20.37% | 230,729 | $42.1M | Reduce -0.3% |
| NVDA Nvidia Corp. | 14.07% | 156,105 | $29.1M | Reduce -7.0% |
| TSLA Tesla Inc. | 13.82% | 64,174 | $28.5M | No change |
| AAPL Apple Inc. | 9.80% | 79,437 | $20.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 7.55% | 30,125 | $15.6M | Reduce -4.1% |
| PANW Palo Alto Networks Inc. | 5.69% | 57,674 | $11.7M | Reduce -0.3% |
| SNOW Snowflake Inc. | 4.50% | 41,224 | $9.3M | Add +8.1% |
| AMD Advanced Micro Devices | 4.05% | 51,740 | $8.4M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.54% | 33,222 | $7.3M | Add +17.7% |
| COST Costco Wholesale Corp. | 3.36% | 7,517 | $6.9M | Add +0.6% |
| SOFI Sofi Technologies Inc. | 3.28% | 256,108 | $6.8M | New |
| PGR Progressive Corp. | 1.54% | 12,941 | $3.2M | Add +3.3% |
| VRT Vertiv Holdings Co. Class A | 1.53% | 21,047 | $3.2M | No change |
| META Meta Platforms Inc. Class A | 1.13% | 3,172 | $2.3M | Add +4.1% |
| RXRX Recursion Pharmaceuticals-A | 0.94% | 396,701 | $1.9M | Add +2.9% |
| GE General Electric filed as GE AEROSPACE | 0.89% | 6,189 | $1.8M | No change |
| GOOGL Alphabet Inc. Class A | 0.64% | 5,411 | $1.3M | Add +58.6% |
| APO Apollo Global Management Inc. | 0.59% | 9,074 | $1.2M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.56% | 29,235 | $1.2M | Reduce -86.8% |
| CEG Constellation Energy | 0.37% | 2,302 | $761K | No change |
| QBTS D-Wave Quantum Inc. | 0.36% | 30,485 | $753K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 1,551 | $624K | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 1,033 | $462K | Add +10.8% |
| JPM JPMorgan Chase & Co. | 0.15% | 955 | $301K | Reduce -0.1% |
| HIMS Hims & Hers Health Inc. | 0.14% | 4,921 | $279K | No change |
| WMT Walmart Inc. | 0.13% | 2,654 | $274K | No change |
| AVGO Broadcom Inc. | 0.13% | 793 | $262K | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 935 | $228K | Reduce -18.8% |
| PH Parker Hannifin Corp. | 0.11% | 299 | $227K | No change |
| V Visa Inc. Class A | 0.10% | 626 | $214K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CMG Chipotle Mexican Grill Inc. | Reduce -86.8% | 0.56% | −6.03 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −3.52 |
| MSFT Microsoft Corp. | Reduce -4.1% | 7.55% | −0.73 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 5.69% | −0.58 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.15% | 0.00 |
| GOOG Alphabet Inc. Class C | Reduce -18.8% | 0.11% | +0.00 |
| NVDA Nvidia Corp. | Reduce -7.0% | 14.07% | +0.02 |
| AMD Advanced Micro Devices | Reduce -0.3% | 4.05% | +0.15 |
| AAPL Apple Inc. | Reduce -0.9% | 9.80% | +1.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 20.37% | +3.68 |
Portfolio Buys Q2 2025 → Q3 2025
| SOFI Sofi Technologies Inc. | New | 3.28% | +3.28 |
| GOOGL Alphabet Inc. Class A | Add +58.6% | 0.64% | +0.32 |
| AMZN Amazon.com Inc. | Add +17.7% | 3.54% | +0.25 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.30% | +0.00 |
| SNOW Snowflake Inc. | Add +8.1% | 4.50% | −0.02 |
| ISRG Intuitive Surgical Inc. | Add +10.8% | 0.22% | −0.04 |
| META Meta Platforms Inc. Class A | Add +4.1% | 1.13% | −0.06 |
| RXRX Recursion Pharmaceuticals-A | Add +2.9% | 0.94% | −0.10 |
| PGR Progressive Corp. | Add +3.3% | 1.54% | −0.22 |
| COST Costco Wholesale Corp. | Add +0.6% | 3.36% | −0.55 |
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 |