Crystal Rock Capital Management

Holdings as of 2026-06-30, filed 2026-08-03

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 34 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
34
Value reported by manager
$196.2M
Sum of our stored positions
$196.2M
should match the line above
Disclosure lag
34 d
quarter end to filing
Top 5 concentration
37.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

34 largest shown
IssuerClassValueSharesTypeCUSIP
ALPHABET INCCAP STK CL A$22.9M63,97502079K305
META PLATFORMS INC - CL ACL A$16.1M28,62630303M102
VERTIV HOLDINGS COCOM CL A$13.7M41,02592537N108
AMAZON.COM INCCOM$11.5M48,430023135106
ALPHABET INCCAP STK CL C$9.5M26,75002079K107
GOLDMAN SACHS GROUP INCCOM$8.6M8,48538141G104
MASTERCARD INCCL A$8.1M15,81457636Q104
TRANSDIGM GROUP INCCOM$8M5,970893641100
INTELCOM$7.8M55,925458140100
JPMORGAN CHASE & COCOM$7.7M23,66846625H100
CROWDSTRIKE HLDGS CL ACL A$6.5M8,55522788C105
CORNINGCOM$5.8M22,700219350105
COOPER COS INCCOM NEW$5.8M80,580216648402
IDEXX LABS INCCOM$5.6M10,60045168D104
MICROSOFT CORPCOM$5.4M14,415594918104
DRAFTKINGS INCCOM CL A$5.3M209,61026142R104
MARRIOTT INTERNATIONAL - CL ACL A$4.8M13,065571903202
ELI LILLY AND COCOM$4.6M3,865532457108
L3HARRIS TECHNOLOGIES INCCOM$4.5M15,475502431109
PROCTER & GAMBLE CO/THECOM$4M27,300742718109
HOME DEPOT INCCOM$3.7M10,472437076102
RED ROCK RESORTS - CL ACL A$3.6M55,71075700L108
ESTEE LAUDER COS INCCL A$3.4M43,663518439104
INTUITIVE SURGICALCOM NEW$3.4M8,42546120E602
NETFLIXCOM$2.4M34,25064110L106
TESLACOM$2.4M5,63588160R101
BOSTON SCIENTIFIC CORPCOM$2M47,245101137107
COSTCO WHOLESALECOM$2M2,15522160K105
GE VERNOVA INCCOM$1.8M1,55036828A101
SPACE EXPLORATION TECHN CORPCLASS A COM STK$1.5M9,00084615Q103
ADVANCED MICRO DEVICES INCCOM$1.5M2,600007903107
NVIDIA CORPORATIONCOM$1.4M7,09067066G104
CAVA GROUP INCCOM$656.5K8,365148929102
NATIONAL ENERGY SERVICES REUNI SHSSHS$13.5K450G6375R107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-03

Crystal Rock Capital Management — 34 positions reported for 2026Q2 — Tapewire