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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 $187.1M. In the most recent quarter, they have increased their positions in VRT (+13.7K shares, valued at $3.4M), SNOW (+19.0K shares, valued at $2.9M), SOFI (+156.1K shares, valued at $2.5M); decreased their positions in AAPL (-21.2K shares, valued at $5.4M), NVDA (-16.3K shares, valued at $2.8M), TSLA (-3.1K shares, valued at $1.2M); initiated new positions in CRWV (+23.4K shares, valued at $1.8M), JPM (+909 shares, valued at $267.4K), NEE (+2.7K shares, valued at $253.4K).

1M P&L

+17.6M+8.35%

3M P&L

+22.3M+10.82%

HY P&L

+1.8M+0.80%

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

1Software - Infrastructure57.6M

31.3%

2Semiconductors35.4M

19.2%

3Auto Manufacturers22.3M

12.1%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

14.8%

2Internet Content & Information2 stocks

7.4%

3Semiconductors2 stocks

7.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PLTR PALANTIR TECHNOLOGIES INC237.7K shares6.05%2026-03-312026-05-15

NVDA NVIDIA CORPORATION139.9K shares-10.45%2026-03-312026-05-15

TSLA TESLA INC60.1K shares-4.94%2026-03-312026-05-15

AAPL APPLE INC56.2K shares-27.36%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO47.2K shares40.79%2026-03-312026-05-15

MSFT MICROSOFT CORP31.3K shares0.72%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC53.8K shares2.82%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC58.8K shares1.71%2026-03-312026-05-15

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SNOW SNOWFLAKE INC61.1K shares45.11%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION7.6K shares-12.24%2026-03-312026-05-15

AMZN AMAZON COM INC28.1K shares-0.18%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC368.5K shares73.55%2026-03-312026-05-15

META META PLATFORMS INC7.2K shares51.57%2026-03-312026-05-15

PGR PROGRESSIVE CORP20.0K shares31.65%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE6.6K shares6.79%2026-03-312026-05-15

CRWV COREWEAVE INC23.4K sharesnew addition2026-03-312026-05-15

Sponsored

RXRX RECURSION PHARMACEUTICALS IN509.4K shares25.80%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP3.0K shares41.94%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.4K shares-29.90%2026-03-312026-05-15

MGK VANGUARD WORLD FD7.7K shares411.20%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.0K shares0.00%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC14.8K shares-40.51%2026-03-312026-05-15

QBTS D-WAVE QUANTUM INC30.5K shares0.00%2026-03-312026-05-15

WMT WALMART INC2.7K shares0.00%2026-03-312026-05-15

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SPOT SPOTIFY TECHNOLOGY S A620 shares-68.32%2026-03-312026-05-15

ALPHABET INC ALPHABET INC935 shares0.00%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP299 shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO909 sharesnew addition2026-03-312026-05-15

NEE NEXTERA ENERGY INC2.7K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC793 shares0.00%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC959 sharesnew addition2026-03-312026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

6.05%

Shares237.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-10.45%

Shares139.9K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-4.94%

Shares60.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-27.36%

Shares56.2K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

40.79%

Shares47.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.72%

Shares31.3K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

2.82%

Shares53.8K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

1.71%

Shares58.8K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

45.11%

Shares61.1K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-12.24%

Shares7.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-0.18%

Shares28.1K

Event2026-03-31

Filed2026-05-15

SOFI

SOFI TECHNOLOGIES INC

73.55%

Shares368.5K

Event2026-03-31

Filed2026-05-15