Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$150.18M
Total Bought
$21.34M
Total Sold
$19.60M
Net Transaction
+$1.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)239,897236,394-3,50318,15519,96113.29%+1,806
WALMART INC(WMT)2,65418,779+16,1252401,6061.07%+1,366
PROGRESSIVE CORP(PGR)11,61412,872+1,2582,7833,6302.42%+847
HOME DEPOT INC(HD)01,819+1,81906610.44%+661
COSTCO WHSL CORP NEW(COST)6,9917,376+3856,4156,9494.63%+534
INTUITIVE SURGICAL INC0639+63903160.21%+316
CONSTELLATION ENERGY CORP(CEG)01,450+1,45002940.20%+294
GE AEROSPACE(GE)4,1374,924+7876939850.66%+292
META PLATFORMS INC(META)2,2852,750+4651,3431,5851.06%+242
VISA INC(V)0626+62602190.15%+219
APOLLO GLOBAL MGMT INC(APO)6,9069,657+2,7511,1431,3220.88%+180
RECURSION PHARMACEUTICALS IN(RXRX)246,985341,331+94,3461,6701,8091.20%+139
JPMORGAN CHASE & CO.(JPM)95695602292330.16%+4
D-WAVE QUANTUM INC(QBTS)30,48530,48502562320.15%-24
ESPERION THERAPEUTICS INC NE(ESPR)12,0710-12,071270-27
ISHARES TR614547-673613070.20%-54
VANGUARD WORLD FD1,5491,531-185324730.31%-59
SNOWFLAKE INC(SNOW)33,38533,412+275,1564,8903.26%-266
SERVICENOW INC(NOW)2510-2512660-266
VERTIV HOLDINGS CO(VRT)12,80015,651+2,8511,4571,1330.75%-325
ALPHABET INC(GOOG)3,8112,391-1,4207243690.25%-354
ROSS STORES INC(ROST)2,3790-2,3793600-360
UNITEDHEALTH GROUP INC(UNH)1,273443-8306462300.15%-416
PALO ALTO NETWORKS INC(PANW)56,67457,483+80910,3209,8166.54%-504
AMAZON COM INC(AMZN)28,20227,948-2546,1975,3293.55%-867
MICROSOFT CORP(MSFT)31,64731,847+20013,34711,9637.97%-1,384
ADVANCED MICRO DEVICES INC(AMD)59,05755,178-3,8797,1415,6713.78%-1,469
APPLE INC(AAPL)86,86285,097-1,76521,76418,87312.57%-2,891
BLOCK INC(XYZ)35,1290-35,1293,0000-3,000
CHIPOTLE MEXICAN GRILL INC(CMG)266,602247,619-18,98316,07112,4268.27%-3,645
NVIDIA CORPORATION(NVDA)159,164157,040-2,12421,42817,03911.35%-4,389
THE TRADE DESK INC(TTD)79,19788,325+9,1289,3294,8423.22%-4,487
TESLA INC(TSLA)64,98965,599+61026,29517,01611.33%-9,278
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