Carroll Investors, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Carroll Investors, Inc reported 31 stock positions worth $209.3 million. Its top holding was Palantir Technologies Class A (PLTR) at 19.0% of the portfolio, followed by Nvidia (NVDA, 13.9%) and Tesla (TSLA, 13.6%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 11 and reduced 10. The biggest buy was Advanced Micro Devices (AMD, shares +1%) and the biggest sale Palantir Technologies Class A (PLTR, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Mt Pleasant, SC
- CIK
- 0001911400
- Portfolio Value
- $209.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000765 ↗ filed Feb 13, 2026
Holdings Value
Holdings 31 stocks · $209.3M
| PLTR Palantir Technologies Inc. Class A | 19.01% | 224,127 | $39.8M | Reduce -2.9% |
| NVDA Nvidia Corp. | 13.93% | 156,205 | $29.1M | Add +0.1% |
| TSLA Tesla Inc. | 13.58% | 63,186 | $28.4M | Reduce -1.5% |
| AAPL Apple Inc. | 10.05% | 77,341 | $21.0M | Reduce -2.6% |
| MSFT Microsoft Corp. | 7.18% | 31,071 | $15.0M | Add +3.1% |
| AMD Advanced Micro Devices | 5.36% | 52,368 | $11.2M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 5.09% | 57,845 | $10.7M | Add +0.3% |
| SNOW Snowflake Inc. | 4.41% | 42,098 | $9.2M | Add +2.1% |
| COST Costco Wholesale Corp. | 3.58% | 8,674 | $7.5M | Add +15.4% |
| AMZN Amazon.com Inc. | 3.11% | 28,149 | $6.5M | Reduce -15.3% |
| SOFI Sofi Technologies Inc. | 2.66% | 212,306 | $5.6M | Reduce -17.1% |
| VRT Vertiv Holdings Co. Class A | 2.59% | 33,490 | $5.4M | Add +59.1% |
| PGR Progressive Corp. | 1.66% | 15,225 | $3.5M | Add +17.6% |
| META Meta Platforms Inc. Class A | 1.51% | 4,780 | $3.2M | Add +50.7% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 6,189 | $1.9M | No change |
| APO Apollo Global Management Inc. | 0.88% | 12,763 | $1.8M | Add +40.6% |
| RXRX Recursion Pharmaceuticals-A | 0.79% | 404,936 | $1.7M | Add +2.1% |
| SPOT Spotify Technology SA | 0.54% | 1,957 | $1.1M | New |
| GOOGL Alphabet Inc. Class A | 0.51% | 3,411 | $1.1M | Reduce -37.0% |
| CMG Chipotle Mexican Grill Inc. | 0.44% | 24,939 | $923K | Reduce -14.7% |
| QBTS D-Wave Quantum Inc. | 0.38% | 30,485 | $797K | No change |
| CEG Constellation Energy | 0.36% | 2,146 | $758K | Reduce -6.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.30% | 1,500 | $619K | Reduce -3.3% |
| ISRG Intuitive Surgical Inc. | 0.28% | 1,033 | $585K | No change |
| WMT Walmart Inc. | 0.14% | 2,654 | $297K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 935 | $293K | No change |
| UNH Unitedhealth Group Inc. | 0.14% | 869 | $288K | New |
| AVGO Broadcom Inc. | 0.13% | 793 | $274K | No change |
| PH Parker Hannifin Corp. | 0.13% | 299 | $263K | No change |
| APH Amphenol Corp. Class A | 0.10% | 1,565 | $211K | New |
| V Visa Inc. Class A | 0.10% | 588 | $206K | Reduce -6.1% |
Portfolio Sells Q3 2025 → Q4 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -2.9% | 19.01% | −1.36 |
| SOFI Sofi Technologies Inc. | Reduce -17.1% | 2.66% | −0.62 |
| AMZN Amazon.com Inc. | Reduce -15.3% | 3.11% | −0.43 |
| TSLA Tesla Inc. | Reduce -1.5% | 13.58% | −0.24 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.15 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -37.0% | 0.51% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -14.7% | 0.44% | −0.12 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.3% | 0.30% | −0.01 |
| CEG Constellation Energy | Reduce -6.8% | 0.36% | −0.01 |
| V Visa Inc. Class A | Reduce -6.1% | 0.10% | −0.01 |
| AAPL Apple Inc. | Reduce -2.6% | 10.05% | +0.25 |
Portfolio Buys Q3 2025 → Q4 2025
| AMD Advanced Micro Devices | Add +1.2% | 5.36% | +1.31 |
| VRT Vertiv Holdings Co. Class A | Add +59.1% | 2.59% | +1.06 |
| SPOT Spotify Technology SA | New | 0.54% | +0.54 |
| META Meta Platforms Inc. Class A | Add +50.7% | 1.51% | +0.38 |
| APO Apollo Global Management Inc. | Add +40.6% | 0.88% | +0.29 |
| COST Costco Wholesale Corp. | Add +15.4% | 3.58% | +0.21 |
| UNH Unitedhealth Group Inc. | New | 0.14% | +0.14 |
| PGR Progressive Corp. | Add +17.6% | 1.66% | +0.12 |
| APH Amphenol Corp. Class A | New | 0.10% | +0.10 |
| SNOW Snowflake Inc. | Add +2.1% | 4.41% | −0.09 |
| RXRX Recursion Pharmaceuticals-A | Add +2.1% | 0.79% | −0.15 |
| NVDA Nvidia Corp. | Add +0.1% | 13.93% | −0.15 |
| MSFT Microsoft Corp. | Add +3.1% | 7.18% | −0.37 |
| PANW Palo Alto Networks Inc. | Add +0.3% | 5.09% | −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 |