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Home > Institutional Investor > Crystal Rock Capital Management > Profile

Instuitional Investor - Crystal Rock Capital Management

Fund Profile
Filing Period:
Fund Name: Crystal Rock Capital Management
Portfolio Value $151,547,718
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 58,046 $20,545,962 13.55%
2.
Vertiv Holdings Co
 VRT 263,725 $12,666,712 8.35%
3.
Alphabet Inc.
 GOOG 76,750 $10,721,208 7.07%
4.
Mastercard Inc
 MA 20,684 $8,821,933 5.82%
5.
Transdigm Group Inc
 TDG 8,300 $8,396,280 5.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)