Carroll Investors, Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4M, Nvidia Corp with a value of $19.7M, Tesla, Inc. with a value of $16.9M, Chipotle Mexican Grill Inc with a value of $16.6M, and Microsoft Corp with a value of $13.4M.

Examining the 13F form we can see an increase of $9.84M in the current position value, from $143M to 152M.

Below you can find more details about Carroll Investors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
Technology: $96.9 Million
Consumer Cyclical: $39.6 Million
Consumer Defensive: $6.12 Million
Financial Services: $4.01 Million
Industrials: $1.73 Million
Communication Services: $1.6 Million
Healthcare: $1.56 Million
ETFs: $888,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $152 Million
  • Prior Value $143 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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