Fund Holdings — Carroll Investors, Inc

Total Portfolio Value
$234.02M
Total Bought
$20.40M
Total Sold
$43.58M
Net Transaction
-$23.18M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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ADVANCED MICRO DEVICES INC(AMD)53,84553,841-410,95431,19713.33%+20,243
PALO ALTO NETWORKS INC(PANW)58,83458,955+1219,43220,0928.59%+10,659
SNOWFLAKE INC(SNOW)61,08960,956-1339,21315,5096.63%+6,296
VERTIV HOLDINGS CO(VRT)47,15147,176+2511,81515,7596.73%+3,943
NVIDIA CORPORATION(NVDA)139,888139,757-13124,39627,92111.93%+3,525
TESLA INC(TSLA)60,06360,013-5022,32825,22210.78%+2,894
COREWEAVE INC(CRWV)23,41335,876+12,4631,8143,5621.52%+1,748
APPLE INC(AAPL)56,18054,556-1,62414,25815,7586.73%+1,500
SOFI TECHNOLOGIES INC(SOFI)368,451381,363+12,9125,8516,8402.92%+989
AMAZON COM INC(AMZN)28,09828,255+1575,8526,7392.88%+887
GE AEROSPACE(GE)6,6096,755+1461,8752,5251.08%+649
ALPHABET INC(GOOG)2,3913,411+1,0206881,2190.52%+531
AMPHENOL CORP01,565+1,56502760.12%+276
RECURSION PHARMACEUTICALS IN(RXRX)509,425500,349-9,0761,5641,8360.78%+272
HIMS & HERS HEALTH INC(HIMS)06,842+6,84202370.10%+237
PROGRESSIVE CORP(PGR)20,04319,249-7943,9734,2081.80%+234
CATERPILLAR INC(CAT)0220+22002340.10%+234
META PLATFORMS INC(META)7,2457,614+3694,1454,2881.83%+143
MICROSOFT CORP(MSFT)31,29631,356+6011,58511,6925.00%+107
VANGUARD WORLD FD7,6687,435-2335646540.28%+90
ALPHABET INC(GOOG)93593502683300.14%+62
BROADCOM INC(AVGO)79379302453000.13%+54
HOWMET AEROSPACE INC(HWM)95995902212580.11%+37
CHIPOTLE MEXICAN GRILL INC(CMG)14,83614,83604755040.22%+30
PARKER-HANNIFIN CORP(PH)29929902682920.12%+25
JPMORGAN CHASE & CO(JPM)909817-922672670.11%0
WALMART INC(WMT)2,6542,65403303030.13%-27
INTUITIVE SURGICAL INC1,0331,03304764110.18%-65
CONSTELLATION ENERGY CORP(CEG)3,0463,04608517640.33%-86
NEXTERA ENERGY INC(NEE)2,7280-2,7282530—-253
SPOTIFY TECHNOLOGY S A(SPOT)6200-6203010—-301
D-WAVE QUANTUM INC(QBTS)30,4850-30,4854400—-440
COSTCO WHOLESALE CORPORATION(COST)7,6127,587-257,5857,1093.04%-476
PALANTIR TECHNOLOGIES INC(PLTR)237,697237,548-14934,77027,71011.84%-7,060
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