CI
| |
Carroll Investors, Inc13F | |
| Carroll Investors, Inc | |
| Last update 2025-02-13 | 29 Stocks (1 new) |
| Value $177.00 Mil | Turnover 2 % |
Carroll Investors, Inc Top Holdings of 2024-12-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 64,989 | 26,294.5 | +0.51% | 14.830 | +0.07% | 0.000 | -17.52% | -26.14% | 960,682.4 | Vehicles & Parts | |
AAPL | Apple Inc | 86,862 | 21,764.1 | -0.87% | 12.270 | -0.12% | 0.000 | -12.69% | -20.63% | 2,965,209.5 | Hardware | |
NVDA | NVIDIA Corp | 159,164 | 21,428.3 | -1.72% | 12.080 | -0.22% | 0.000 | -10.15% | -13.13% | 2,846,260.0 | Semiconductors | |
PLTR | Palantir Technologies Inc | 239,897 | 18,155.4 | +2.24% | 10.240 | +0.22% | 0.010 | +5.82% | +55.10% | 276,817.7 | Software | |
CMG | Chipotle Mexican Grill Inc | 266,602 | 16,070.8 | -7.21% | 9.060 | -0.79% | 0.020 | -13.18% | -17.55% | 66,990.9 | Restaurants | |
MSFT | Microsoft Corp | 31,647 | 13,346.8 | +1.23% | 7.530 | +0.09% | 0.000 | +7.29% | +4.30% | 3,260,880.0 | Software | |
PANW | Palo Alto Networks Inc | 56,674 | 10,320.3 | +0.10% | 5.820 | +0.01% | 0.010 | -3.61% | +2.73% | 123,766.4 | Software | |
TTD | The Trade Desk Inc | 79,197 | 9,329.4 | -0.02% | 5.260 | 0% | 0.020 | -39.43% | -39.56% | 34,921.1 | Software | |
AMD | Advanced Micro Devices Inc | 59,057 | 7,140.6 | +1.37% | 4.030 | +0.05% | 0.000 | -4.39% | -14.86% | 166,745.2 | Semiconductors | |
COST | Costco Wholesale Corp | 6,991 | 6,415.4 | +4.99% | 3.620 | +0.17% | 0.000 | -3.30% | +10.29% | 447,272.8 | Retail - Defensive |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMG | Chipotle Mexican Grill Inc | 2024-12-31 | Reduce | -0.79% | 55.73 ($60.32) 66.16 | $49.72 | -17.57% | Reduce -7.21% | 266,602 | -20,729 | |
HD | The Home Depot Inc | 2024-12-31 | Sold Out | -0.78% | 385.02 ($408.53) 431.37 | $362.71 | -11.22% | Sold Out | 0 | -2,943 | |
RXRX | Recursion Pharmaceuticals Inc | 2024-12-31 | Add | +0.32% | 5.7 ($6.73) 8.27 | $4.33 | -35.66% | Add 51.77% | 246,985 | 84,245 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add | +0.23% | 180.8 ($204.89) 232.93 | $193.06 | -5.77% | Add 7.1% | 28,202 | 1,869 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Add | +0.23% | 485.52 ($567.94) 625.25 | $380.64 | -32.98% | Add 174.35% | 1,273 | 809 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce | -0.22% | 118.85 ($138.16) 148.88 | $116.65 | -15.57% | Reduce -1.72% | 159,164 | -2,782 | |
PLTR | Palantir Technologies Inc | 2024-12-31 | Add | +0.22% | 37.49 ($58.59) 82.38 | $117.30 | 100.20% | Add 2.24% | 239,897 | 5,259 | |
META | Meta Platforms Inc | 2024-12-31 | Add | +0.20% | 554.08 ($587.14) 632.68 | $592.49 | 0.91% | Add 34.89% | 2,285 | 591 | |
ROST | Ross Stores Inc | 2024-12-31 | New Buy | +0.20% | 138.59 ($146.97) 156.61 | $142.28 | -3.19% | New holding | 2,379 | 2,379 | |
XYZ | Block Inc | 2024-12-31 | Reduce | -0.19% | 65.06 ($82.29) 98.92 | $50.36 | -38.80% | Reduce -11.11% | 35,129 | -4,391 |
Carroll Investors, Inc Total Holding History ($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 2024-12-31
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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