MondegarAI
Carroll Investors, Inc

Q4 2024 · 13F-HR

Carroll Investors, Incholdings as filed

Filed 2025-02-13 · accession 0001172661-25-000835

$177.3M
Reported value
29
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$26.3M14.8%64,989CommonSOLE
037833100AAPLAPPLE INC$21.8M12.3%86,862CommonSOLE
67066G104NVDANVIDIA CORPORATION$21.4M12.1%159,164CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18.2M10.2%239,897CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$16.1M9.06%266,602CommonSOLE
594918104MSFTMICROSOFT CORP$13.3M7.53%31,647CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$10.3M5.82%56,674CommonSOLE
88339J105TTDTHE TRADE DESK INC$9.3M5.26%79,197CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.1M4.03%59,057CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.4M3.62%6,991CommonSOLE
023135106AMZNAMAZON COM INC$6.2M3.49%28,202CommonSOLE
833445109SNOWSNOWFLAKE INC$5.2M2.91%33,385CommonSOLE
852234103XYZBLOCK INC$3.0M1.69%35,129CommonSOLE
743315103PGRPROGRESSIVE CORP$2.8M1.57%11,614CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$1.7M0.94%246,985CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.5M0.82%12,800CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.76%2,285CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.1M0.64%6,906CommonSOLE
02079K305GOOGLALPHABET INC$723,9760.41%3,811CommonSOLE
369604301GEGE AEROSPACE$692,6580.39%4,137CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$645,5260.36%1,273CommonSOLE
921910816MGKVANGUARD WORLD FD$531,9420.30%1,549CommonSOLE
464287200IVVISHARES TR$361,4500.20%614CommonSOLE
778296103ROSTROSS STORES INC$360,3710.20%2,379CommonSOLE
81762P102NOWSERVICENOW INC$266,0900.15%251CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$256,0740.14%30,485CommonSOLE
931142103WMTWALMART INC$240,2930.14%2,654CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$228,9330.13%956CommonSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$26,5560.01%12,071CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.