Carroll Investors, Inc
CIK: 0001911400SEC EDGAR →
Portfolio Value
$209.3M
Holdings
31
As of
Q4 2025
New Positions
30
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | 224,127 | $39.8M | 19.01% |
| 2 | NVIDIA CORPORATION | 156,205 | $29.1M | 13.93% |
| 3 | TESLA INC | 63,186 | $28.4M | 13.58% |
| 4 | APPLE INC | 77,341 | $21.0M | 10.05% |
| 5 | MICROSOFT CORP | 31,071 | $15.0M | 7.18% |
| 6 | ADVANCED MICRO DEVICES INC | 52,368 | $11.2M | 5.36% |
| 7 | PALO ALTO NETWORKS INC | 57,845 | $10.7M | 5.09% |
| 8 | SNOWFLAKE INC | 42,098 | $9.2M | 4.41% |
| 9 | COSTCO WHSL CORP NEW | 8,674 | $7.5M | 3.58% |
| 10 | AMAZON COM INC | 28,149 | $6.5M | 3.11% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $137.4M | 65.7% |
| Consumer Cyclical | 3 | $35.9M | 17.1% |
| Financial Services | 5 | $11.7M | 5.6% |
| Consumer Defensive | 2 | $7.8M | 3.7% |
| Industrials | 3 | $7.6M | 3.6% |
| Communication Services | 4 | $5.7M | 2.7% |
| Healthcare | 3 | $2.5M | 1.2% |
| Utilities | 1 | $758K | 0.4% |