13F HOLDINGS REPORT
Crystal Rock Capital Management
Quarter ended Q4 2023 · Filed November 7, 2023 · Accession 0001214659-23-014615
Total Value
$131.3M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC - CL A | META | 58,796 | $17.7M | 13.44% |
| 2 | VERTIV HOLDINGS CO | VRT | 297,250 | $11.1M | 8.42% |
| 3 | ALPHABET INC | GOOG | 76,750 | $10.0M | 7.65% |
| 4 | MASTERCARD INC | MA | 20,684 | $8.2M | 6.24% |
| 5 | ALPHABET INC | GOOG | 57,485 | $7.6M | 5.77% |
| 6 | TRANSDIGM GROUP INC | TDG | 8,300 | $7.0M | 5.33% |
| 7 | AMAZON.COM INC | AMZN | 52,055 | $6.6M | 5.04% |
| 8 | BOSTON SCIENTIFIC CORP | BSX | 99,375 | $5.2M | 4.00% |
| 9 | LULULEMON ATHLETICA INC | LULU | 12,355 | $4.8M | 3.63% |
| 10 | MCDONALD'S CORP | MCD | 16,585 | $4.4M | 3.33% |
| 11 | APTIV PLC | APTV | 44,285 | $4.4M | 3.33% |
| 12 | COOPER COS INC | 216648402 | 13,545 | $4.3M | 3.28% |
| 13 | MARRIOTT INTERNATIONAL - CL A | 571903202 | 21,625 | $4.3M | 3.24% |
| 14 | JPMORGAN CHASE & CO | VYLD | 28,843 | $4.2M | 3.19% |
| 15 | ESTEE LAUDER COS INC | 518439104 | 27,888 | $4.0M | 3.07% |
| 16 | DRAFTKINGS INC | DKNG | 132,535 | $3.9M | 2.97% |
| 17 | PROCTER & GAMBLE CO/THE | 742718109 | 25,325 | $3.7M | 2.81% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 11,385 | $3.7M | 2.81% |
| 19 | ROSS STORES INC | ROST | 31,125 | $3.5M | 2.68% |
| 20 | MICROSOFT CORP | MSFT | 10,975 | $3.5M | 2.64% |
| 21 | BOOT BARN HOLDINGS INC | BOOT | 41,175 | $3.3M | 2.55% |
| 22 | DOLLAR GENERAL CORP | 256677105 | 18,380 | $1.9M | 1.48% |
| 23 | VERALTO SHS | VLTO | 15,000 | $1.3M | 0.97% |
| 24 | HOME DEPOT INC | HD | 3,747 | $1.1M | 0.86% |
| 25 | SCHWAB CHARLES | SCHW-PJ | 19,000 | $1.0M | 0.79% |
| 26 | SNOWFLAKE INC-CLASS A | SNOW | 4,200 | $641,634 | 0.49% |