Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$177.35M
Total Bought
$25.86M
Total Sold
$7.45M
Net Transaction
+$18.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)234,638239,897+5,2598,72618,15510.24%+9,429
TESLA INC(TSLA)64,66164,989+32816,91326,29514.83%+9,382
NVIDIA CORPORATION(NVDA)161,946159,164-2,78219,66721,42812.08%+1,762
APPLE INC(AAPL)87,62386,862-76120,37921,76412.27%+1,385
SNOWFLAKE INC(SNOW)33,44733,385-623,8405,1562.91%+1,315
AMAZON COM INC(AMZN)26,33328,202+1,8694,9156,1973.49%+1,282
PALO ALTO NETWORKS INC(PANW)28,31056,674+28,3649,66610,3205.82%+654
THE TRADE DESK INC(TTD)79,21079,197-138,6849,3295.26%+646
RECURSION PHARMACEUTICALS IN(RXRX)162,740246,985+84,2451,0761,6700.94%+594
COSTCO WHSL CORP NEW(COST)6,6596,991+3325,9026,4153.62%+514
META PLATFORMS INC(META)1,6942,285+5919661,3430.76%+377
UNITEDHEALTH GROUP INC(UNH)4641,273+8092706460.36%+375
VERTIV HOLDINGS CO(VRT)10,95712,800+1,8431,0891,4570.82%+369
ROSS STORES INC(ROST)02,379+2,37903600.20%+360
BLOCK INC(XYZ)39,52035,129-4,3912,6523,0001.69%+348
APOLLO GLOBAL MGMT INC(APO)6,9066,90608641,1430.64%+279
D-WAVE QUANTUM INC(QBTS)30,48530,4850302560.14%+226
ALPHABET INC(GOOG)3,8113,81106307240.41%+94
SERVICENOW INC(NOW)25125102242660.15%+42
WALMART INC(WMT)2,6542,65402122400.14%+28
JPMORGAN CHASE & CO.(JPM)95695602012290.13%+28
VANGUARD WORLD FD1,6181,549-695215320.30%+11
ESPERION THERAPEUTICS INC NE(ESPR)12,07112,071020270.01%+7
ISHARES TR639614-253693610.20%-7
GE AEROSPACE(GE)4,1374,13707746930.39%-81
MICROSOFT CORP(MSFT)31,26231,647+38513,44713,3477.53%-100
PROGRESSIVE CORP(PGR)11,61411,61402,9392,7831.57%-156
ELI LILLY & CO(LLY)2280-2282020-202
CHIPOTLE MEXICAN GRILL INC(CMG)287,331266,602-20,72916,66216,0719.06%-592
HOME DEPOT INC(HD)2,9430-2,9431,1860-1,186
ADVANCED MICRO DEVICES INC(AMD)58,25959,057+7989,5607,1414.03%-2,420
Page 1 of 1