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The Analysis of Carroll Investors, Inc's Holdings & P&L

Currently, Carroll Investors, Inc holds 31 types of securities in its portfolio with a total value $234.0M. In the most recent quarter, they have increased their positions in CRWV (+12.5K shares, valued at $1.2M), GOOGL (+1.0K shares, valued at $364.5K), APH (+1.6K shares, valued at $275.9K); decreased their positions in AAPL (-1.6K shares, valued at $469.1K), PGR (-794 shares, valued at $173.6K), N/A (-133 shares, valued at $33.8K); initiated new positions in APH (+1.6K shares, valued at $275.9K), HIMS (+6.8K shares, valued at $237.2K), CAT (+220 shares, valued at $234.3K).

1M P&L

-11.1M-5.96%

3M P&L

+8.2M+4.92%

HY P&L

+19.7M+12.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors59.1M

33.1%

2Software - Infrastructure35.3M

19.8%

3Auto Manufacturers25.2M

14.1%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

12.0%

2Semiconductors2 stocks

8.0%

3Internet Content & Information2 stocks

8.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMD ADVANCED MICRO DEVICES INC53.8K shares-0.01%2026-06-302026-08-03

NVDA NVIDIA CORPORATION139.8K shares-0.09%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC237.5K shares-0.06%2026-06-302026-08-03

TSLA TESLA INC60.0K shares-0.08%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC59.0K shares0.21%2026-06-302026-08-03

VRT VERTIV HOLDINGS CO47.2K shares0.05%2026-06-302026-08-03

AAPL APPLE INC54.6K shares-2.89%2026-06-302026-08-03

SNOWFLAKE INC SNOWFLAKE INC61.0K shares-0.22%2026-06-302026-08-03

Sponsored

MSFT MICROSOFT CORP31.4K shares0.19%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.6K shares-0.33%2026-06-302026-08-03

SOFI SOFI TECHNOLOGIES INC381.4K shares3.50%2026-06-302026-08-03

AMZN AMAZON COM INC28.3K shares0.56%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC7.6K shares5.09%2026-06-302026-08-03

PGR PROGRESSIVE CORP19.2K shares-3.96%2026-06-302026-08-03

CRWV COREWEAVE INC35.9K shares53.23%2026-06-302026-08-03

GE GE AEROSPACE6.8K shares2.21%2026-06-302026-08-03

Sponsored

RXRX RECURSION PHARMACEUTICALS IN500.3K shares-1.78%2026-06-302026-08-03

GOOGL ALPHABET INC3.4K shares42.66%2026-06-302026-08-03

CEG CONSTELLATION ENERGY CORP3.0K shares0.00%2026-06-302026-08-03

MGK VANGUARD WORLD FD7.4K shares-3.04%2026-06-302026-08-03

CMG CHIPOTLE MEXICAN GRILL INC14.8K shares0.00%2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC1.0K shares0.00%2026-06-302026-08-03

GOOG ALPHABET INC935 shares0.00%2026-06-302026-08-03

WMT WALMART INC2.7K shares0.00%2026-06-302026-08-03

Sponsored

BROADCOM INC BROADCOM INC793 shares0.00%2026-06-302026-08-03

PH PARKER-HANNIFIN CORP299 shares0.00%2026-06-302026-08-03

APH AMPHENOL CORP1.6K sharesnew addition2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO817 shares-10.12%2026-06-302026-08-03

HWM HOWMET AEROSPACE INC959 shares0.00%2026-06-302026-08-03

HIMS HIMS & HERS HEALTH INC6.8K sharesnew addition2026-06-302026-08-03

CAT CATERPILLAR INC220 sharesnew addition2026-06-302026-08-03

AMD

ADVANCED MICRO DEVICES INC

-0.01%

Shares53.8K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-0.09%

Shares139.8K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

-0.06%

Shares237.5K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-0.08%

Shares60.0K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

0.21%

Shares59.0K

Event2026-06-30

Filed2026-08-03

VRT

VERTIV HOLDINGS CO

0.05%

Shares47.2K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-2.89%

Shares54.6K

Event2026-06-30

Filed2026-08-03

SNOWFLAKE INC

-0.22%

Shares61.0K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.19%

Shares31.4K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-0.33%

Shares7.6K

Event2026-06-30

Filed2026-08-03

SOFI

SOFI TECHNOLOGIES INC

3.50%

Shares381.4K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

0.56%

Shares28.3K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

5.09%

Shares7.6K

Event2026-06-30

Filed2026-08-03

PGR

PROGRESSIVE CORP

-3.96%

Shares19.2K

Event2026-06-30

Filed2026-08-03

CRWV

COREWEAVE INC

53.23%

Shares35.9K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

2.21%

Shares6.8K

Event2026-06-30

Filed2026-08-03

RXRX

RECURSION PHARMACEUTICALS IN

-1.78%

Shares500.3K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

42.66%

Shares3.4K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

MGK

VANGUARD WORLD FD

-3.04%

Shares7.4K

Event2026-06-30

Filed2026-08-03

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

0.00%

Shares935

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

0.00%

Shares793

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

0.00%

Shares299

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-10.12%

Shares817

Event2026-06-30

Filed2026-08-03

HWM

HOWMET AEROSPACE INC

0.00%

Shares959

Event2026-06-30

Filed2026-08-03

HIMS

HIMS & HERS HEALTH INC

New

Shares6.8K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

New

Shares220

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available