CI
| |
Carroll Investors, Inc13F | |
| Carroll Investors, Inc | |
| Last update 2025-05-14 | 29 Stocks (4 new) |
| Value $150.00 Mil | Turnover 4 % |
Carroll Investors, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 236,394 | 19,961.1 | -1.46% | 13.290 | -0.15% | 0.010 | +53.36% | +104.44% | 364,887.3 | Software | |
AAPL | Apple Inc | 85,097 | 18,872.8 | -2.03% | 12.570 | -0.25% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
NVDA | NVIDIA Corp | 157,040 | 17,038.8 | -1.33% | 11.350 | -0.16% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
TSLA | Tesla Inc | 65,599 | 17,016.4 | +0.94% | 11.330 | +0.11% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
CMG | Chipotle Mexican Grill Inc | 247,619 | 12,425.5 | -7.12% | 8.270 | -0.65% | 0.020 | +8.24% | -12.47% | 71,113.9 | Restaurants | |
MSFT | Microsoft Corp | 31,847 | 11,962.7 | +0.63% | 7.970 | +0.05% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
PANW | Palo Alto Networks Inc | 57,483 | 9,816.4 | +1.43% | 6.540 | +0.09% | 0.010 | +18.36% | +9.49% | 132,839.9 | Software | |
COST | Costco Wholesale Corp | 7,376 | 6,949.2 | +5.51% | 4.630 | +0.24% | 0.000 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive | |
AMD | Advanced Micro Devices Inc | 55,178 | 5,671.2 | -6.57% | 3.780 | -0.26% | 0.000 | +75.52% | +31.34% | 257,235.8 | Semiconductors | |
AMZN | Amazon.com Inc | 27,948 | 5,329.4 | -0.90% | 3.550 | -0.03% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical |
Carroll Investors, Inc's Historical Top Holdings Breakdowns
Carroll Investors, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XYZ | Block Inc | 2025-03-31 | Sold Out Sold Out | -1.69% | 54.04 ($74.64) 92.95 | $79.70 | 6.78% | Sold Out | 0 | -35,129 | |
WMT | Walmart Inc | 2025-03-31 | Add Add | +0.92% | 84.5 ($93.81) 105.05 | $95.68 | 1.99% | Add 607.57% | 18,779 | 16,125 | |
CMG | Chipotle Mexican Grill Inc | 2025-03-31 | Reduce Reduce | -0.65% | 47.79 ($54.38) 59.89 | $52.78 | -2.94% | Reduce -7.12% | 247,619 | -18,983 | |
HD | The Home Depot Inc | 2025-03-31 | New Buy New Buy | +0.44% | 347.25 ($389.72) 424.87 | $376.35 | -3.43% | New holding | 1,819 | 1,819 | |
RXRX | Recursion Pharmaceuticals Inc | 2025-03-31 | Add Add | +0.33% | 5.29 ($7.29) 10.87 | $6.43 | -11.80% | Add 38.2% | 341,331 | 94,346 | |
TTD | The Trade Desk Inc | 2025-03-31 | Add Add | +0.33% | 53.59 ($90.47) 126.58 | $84.63 | -6.46% | Add 11.53% | 88,325 | 9,128 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -0.26% | 96.63 ($111.19) 129.55 | $158.65 | 42.68% | Reduce -6.57% | 55,178 | -3,879 | |
APO | Apollo Global Management Inc | 2025-03-31 | Add Add | +0.25% | 126.01 ($153.77) 172.06 | $151.85 | -1.25% | Add 39.83% | 9,657 | 2,751 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.25% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Reduce -2.03% | 85,097 | -1,765 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +0.24% | 890.62 ($974.97) 1076.86 | $941.19 | -3.46% | Add 5.51% | 7,376 | 385 |
Carroll Investors, Inc Total Holding History ($B)
Carroll Investors, Inc's Asset Allocation
Carroll Investors, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Carroll Investors, Inc's Hypothetical Growth since 2025-03-31
Carroll Investors, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Carroll Investors, Inc's Holdings Heat Map
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Carroll Investors, Inc's Holdings Bubble Chart
Carroll Investors, Inc News
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