Crystal Rock Capital Management

Latest statistics and disclosures from Crystal Rock Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are META, VRT, GOOGL, MA, TDG, and represent 40.35% of Crystal Rock Capital Management's stock portfolio.
  • Added to shares of these 6 stocks: SCHW, EL, APTV, RIOT, MSFT, BOOT.
  • Started 1 new stock position in RIOT.
  • Reduced shares in these 10 stocks: VRT, VLTO, MCD, Draftkings Inc Com Cl A, ROST, META, BSX, LULU, JPM, PG.
  • Sold out of its position in VLTO.
  • Crystal Rock Capital Management was a net buyer of stock by $991k.
  • Crystal Rock Capital Management has $152M in assets under management (AUM), dropping by 15.43%.
  • Central Index Key (CIK): 0001510668

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Portfolio Holdings for Crystal Rock Capital Management

Crystal Rock Capital Management holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Inc - Cl A Cl A (META) 13.6 $21M 58k 353.96
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Vertiv Holdings Com Cl A (VRT) 8.4 $13M -11% 264k 48.03
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Alphabet Cap Stk Cl A (GOOGL) 7.1 $11M 77k 139.69
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Mastercard Cl A (MA) 5.8 $8.8M 21k 426.51
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TransDigm Group Incorporated (TDG) 5.5 $8.4M 8.3k 1011.60
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Alphabet Cap Stk Cl C (GOOG) 5.3 $8.1M 58k 140.93
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Amazon (AMZN) 5.2 $7.9M 52k 151.94
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Estee Lauder Cos Cl A (EL) 4.3 $6.6M +61% 45k 146.25
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Lululemon Athletica (LULU) 4.0 $6.1M -4% 12k 511.29
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Boston Scientific Corporation (BSX) 3.6 $5.5M -4% 95k 57.81
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Aptiv SHS (APTV) 3.5 $5.3M +32% 59k 89.72
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Cooper Cos Com New (COO) 3.4 $5.1M 14k 378.44
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Marriott International - Cl A Cl A (MAR) 3.2 $4.9M 22k 225.51
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JPMorgan Chase & Co. (JPM) 3.2 $4.8M -2% 28k 170.10
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Microsoft Corporation (MSFT) 3.0 $4.5M +9% 12k 376.04
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Goldman Sachs (GS) 2.9 $4.4M 11k 385.77
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Charles Schwab Corporation (SCHW) 2.6 $3.9M +201% 57k 68.80
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Ross Stores (ROST) 2.5 $3.9M -10% 28k 138.39
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Draftkings Com Cl A 2.5 $3.8M -17% 109k 35.25
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McDonald's Corporation (MCD) 2.4 $3.7M -25% 12k 296.51
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Procter & Gamble Company (PG) 2.4 $3.6M -3% 25k 146.54
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Boot Barn Hldgs (BOOT) 2.2 $3.3M +3% 43k 76.76
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Dollar General (DG) 1.6 $2.5M 18k 135.95
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Home Depot (HD) 0.9 $1.3M 3.7k 346.55
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Snowflake Inc-class A Cl A (SNOW) 0.6 $836k 4.2k 199.00
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Riot Blockchain (RIOT) 0.3 $503k NEW 33k 15.47
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Past Filings by Crystal Rock Capital Management

SEC 13F filings are viewable for Crystal Rock Capital Management going back to 2010

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