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Carroll Investors, Inc

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13F filer, CIK 1911400, Mt Pleasant, SC

Carroll Investors, Inc reported $206,456,348 across 30 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 86.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004690

Period
2025-09-30
Reported value
$206M
Holdings
30
Top 10 weight
86.77%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SOFInew+256,108$6.77M
AMZNadded+4,996$1.1M
SNOWadded+3,076$694K
GOOGLadded+2,000$487K
PGRadded+410$101K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CMGreduced-192,905-$7.64M
TTDexited-92,655-$6.65M
NVDAreduced-11,810-$2.2M
MSFTreduced-1,299-$673K
NOWexited-211-$217K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004690, largest first. % of portfolio is the value over $206,456,348, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,638 shares; 2024Q4: 239,897 shares; 2025Q1: 236,394 shares; 2025Q2: 231,422 shares; 2025Q3: 230,729 shares 230,729$42.1M20.37%-693Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,946 shares; 2024Q4: 159,164 shares; 2025Q1: 157,040 shares; 2025Q2: 167,915 shares; 2025Q3: 156,105 shares 156,105$29.1M14.07%-11,810Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,661 shares; 2024Q4: 64,989 shares; 2025Q1: 65,599 shares; 2025Q2: 64,174 shares; 2025Q3: 64,174 shares 64,174$28.5M13.82%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,623 shares; 2024Q4: 86,862 shares; 2025Q1: 85,097 shares; 2025Q2: 80,125 shares; 2025Q3: 79,437 shares 79,437$20.2M9.8%-688Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,262 shares; 2024Q4: 31,647 shares; 2025Q1: 31,847 shares; 2025Q2: 31,424 shares; 2025Q3: 30,125 shares 30,125$15.6M7.55%-1,299Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,310 shares; 2024Q4: 56,674 shares; 2025Q1: 57,483 shares; 2025Q2: 57,838 shares; 2025Q3: 57,674 shares 57,674$11.7M5.69%-164Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,447 shares; 2024Q4: 33,385 shares; 2025Q1: 33,412 shares; 2025Q2: 38,148 shares; 2025Q3: 41,224 shares 41,224$9.3M4.5%+3,076Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,259 shares; 2024Q4: 59,057 shares; 2025Q1: 55,178 shares; 2025Q2: 51,915 shares; 2025Q3: 51,740 shares 51,740$8.37M4.05%-175Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 28,202 shares; 2025Q1: 27,948 shares; 2025Q2: 28,226 shares; 2025Q3: 33,222 shares 33,222$7.31M3.54%+4,996Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 6,991 shares; 2025Q1: 7,376 shares; 2025Q2: 7,469 shares; 2025Q3: 7,517 shares 7,517$6.94M3.36%+48Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256,108 shares 256,108$6.77M3.28%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 11,614 shares; 2025Q1: 12,872 shares; 2025Q2: 12,531 shares; 2025Q3: 12,941 shares 12,941$3.19M1.54%+410Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,957 shares; 2024Q4: 12,800 shares; 2025Q1: 15,651 shares; 2025Q2: 21,047 shares; 2025Q3: 21,047 shares 21,047$3.17M1.53%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 2,285 shares; 2025Q1: 2,750 shares; 2025Q2: 3,047 shares; 2025Q3: 3,172 shares 3,172$2.34M1.13%+125Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,740 shares; 2024Q4: 246,985 shares; 2025Q1: 341,331 shares; 2025Q2: 385,602 shares; 2025Q3: 396,701 shares 396,701$1.94M0.94%+11,099Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,924 shares; 2025Q2: 6,189 shares; 2025Q3: 6,189 shares 6,189$1.84M0.89%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 2,391 shares; 2025Q2: 3,411 shares; 2025Q3: 5,411 shares 5,411$1.32M0.64%+2,000Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 9,657 shares; 2025Q2: 9,074 shares; 2025Q3: 9,074 shares 9,074$1.22M0.59%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,331 shares; 2024Q4: 266,602 shares; 2025Q1: 247,619 shares; 2025Q2: 222,140 shares; 2025Q3: 29,235 shares 29,235$1.16M0.56%-192,905Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares 2,302$761K0.37%0Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,485 shares; 2024Q4: 30,485 shares; 2025Q1: 30,485 shares; 2025Q2: 30,485 shares; 2025Q3: 30,485 shares 30,485$753K0.36%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,549 shares; 2025Q1: 1,531 shares; 2025Q2: 1,549 shares; 2025Q3: 1,551 shares 1,551$624K0.3%+2Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 932 shares; 2025Q3: 1,033 shares 1,033$462K0.22%+101Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 955 shares 955$301K0.15%-1Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares 4,921$279K0.14%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 18,779 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares 2,654$274K0.13%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares 793$262K0.13%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 935 shares 935$228K0.11%-217Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares 299$227K0.11%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares 626$214K0.1%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TTDTHE TRADE DESK INC92,655$6.65Mshares
NOWSERVICENOW INC211$217Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-004690 base2025-11-12acceptance time not in the bulk data set