Fund Holdings

Carroll Investors, Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VERTIV HOLDINGS CO(VRT)33,49047,151+13,6615,425,71511,815,0986.32%+6,389,383
COREWEAVE INC(CRWV)023,413+23,41301,813,8050.97%+1,813,805
META PLATFORMS INC(META)4,7807,245+2,4653,159,5324,145,0822.22%+985,550
PROGRESSIVE CORP(PGR)15,22520,043+4,8183,472,1003,973,3242.12%+501,224
SOFI TECHNOLOGIES INC(SOFI)212,306368,451+156,1455,558,1715,851,0023.13%+292,831
JPMORGAN CHASE & CO(JPM)0909+9090267,3910.14%+267,391
NEXTERA ENERGY INC(NEE)02,728+2,7280253,3770.14%+253,377
HOWMET AEROSPACE INC(HWM)0959+9590221,0110.12%+221,011
COSTCO WHOLESALE CORPORATION(COST)8,6747,612-1,0627,483,9997,584,8254.05%+100,826
CONSTELLATION ENERGY CORP(CEG)2,1463,046+900758,117850,5960.45%+92,479
WALMART INC(WMT)2,6542,6540296,717329,8390.18%+33,122
PARKER-HANNIFIN CORP(PH)2992990262,809267,6770.14%+4,868
SNOWFLAKE INC(SNOW)42,09861,089+18,9919,238,4069,213,4434.93%-24,963
ALPHABET INC(GOOG)9359350293,403268,2140.14%-25,189
BROADCOM INC(AVGO)7937930274,457245,4410.13%-29,016
GE AEROSPACE(GE)6,1896,609+4201,914,2581,875,4361.00%-38,822
VANGUARD WORLD FD1,5007,668+6,168619,155563,5060.30%-55,649
RECURSION PHARMACEUTICALS IN(RXRX)404,936509,425+104,4891,656,1881,563,9350.84%-92,253
INTUITIVE SURGICAL INC1,0331,0330585,050476,2030.25%-108,847
VISA INC(V)5880-588206,2170-206,217
AMPHENOL CORP NEW1,5650-1,565211,4940-211,494
ADVANCED MICRO DEVICES INC(AMD)52,36853,845+1,47711,217,22610,953,6885.86%-263,538
UNITEDHEALTH GROUP INC(UNH)8690-869287,7390-287,739
D-WAVE QUANTUM INC(QBTS)30,48530,4850797,183439,8990.24%-357,284
ALPHABET INC(GOOG)3,4112,391-1,0201,067,643687,5560.37%-380,087
CHIPOTLE MEXICAN GRILL INC(CMG)24,93914,836-10,103923,129474,9000.25%-448,229
AMAZON COM INC(AMZN)28,14928,098-516,501,5755,851,9713.13%-649,604
SPOTIFY TECHNOLOGY S A(SPOT)1,957620-1,3371,136,449300,6440.16%-835,805
PALO ALTO NETWORKS INC(PANW)57,84558,834+98910,659,0989,432,2675.04%-1,226,831
APOLLO GLOBAL MGMT INC(APO)12,7630-12,7631,847,5720-1,847,572
MICROSOFT CORP(MSFT)31,07131,296+22515,030,59611,584,8416.19%-3,445,755
NVIDIA CORPORATION(NVDA)156,205139,888-16,31729,143,16724,396,46613.04%-4,746,701
PALANTIR TECHNOLOGIES INC(PLTR)224,127237,697+13,57039,782,54334,770,31718.59%-5,012,226
TESLA INC(TSLA)63,18660,063-3,12328,426,11822,328,42011.94%-6,097,698
APPLE INC(AAPL)77,34156,180-21,16121,030,56514,257,9227.62%-6,772,643
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