Fund HoldingsCrystal Rock Capital Management

Total Portfolio Value
$151.55M
Total Bought
$7.95M
Total Sold
$9.10M
Net Transaction
-$1.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
META PLATFORMS INC - CL A(META)58,79658,046-75017,65120,54613.56%+2,895
SCHWAB CHARLES(SCHW)19,00057,200+38,2001,0433,9352.60%+2,892
ESTEE LAUDER COS INC(EL)27,88844,988+17,1004,0316,5794.34%+2,548
VERTIV HOLDINGS CO(VRT)297,250263,725-33,52511,05812,6678.36%+1,609
TRANSDIGM GROUP INC(TDG)8,3008,30006,9988,3965.54%+1,398
LULULEMON ATHLETICA INC(LULU)12,35511,855-5004,7646,0614.00%+1,297
AMAZON.COM INC(AMZN)52,05552,05506,6177,9095.22%+1,292
MICROSOFT CORP(MSFT)10,97512,000+1,0253,4654,5122.98%+1,047
APTIV PLC(APTV)44,28558,585+14,3004,3665,2563.47%+890
COOPER COS INC(COO)13,54513,54504,3075,1263.38%+819
GOLDMAN SACHS GROUP INC(GS)11,38511,38503,6844,3922.90%+708
ALPHABET INC(GOOG)76,75076,750010,04410,7217.07%+678
MASTERCARD INC(MA)20,68420,68408,1898,8225.82%+633
MARRIOTT INTERNATIONAL - CL A(MAR)21,62521,62504,2514,8773.22%+626
JPMORGAN CHASE & CO(JPM)28,84328,068-7754,1834,7743.15%+592
DOLLAR GENERAL CORP(DG)18,38018,38001,9452,4991.65%+554
ALPHABET INC(GOOG)57,48557,48507,5798,1015.35%+522
RIOT PLATFORMS(RIOT)032,525+32,52505030.33%+503
ROSS STORES INC(ROST)31,12527,900-3,2253,5163,8612.55%+346
BOSTON SCIENTIFIC CORP(BSX)99,37594,875-4,5005,2475,4853.62%+238
SNOWFLAKE INC-CLASS A(SNOW)4,2004,20006428360.55%+194
HOME DEPOT INC(HD)3,7473,74701,1321,2990.86%+166
DRAFTKINGS INC(DKNG)132,535109,085-23,4503,9023,8452.54%-57
BOOT BARN HOLDINGS INC41,17542,700+1,5253,3433,2782.16%-65
PROCTER & GAMBLE CO/THE(PG)25,32524,525-8003,6943,5942.37%-100
MCDONALD'S CORP(MCD)16,58512,385-4,2004,3693,6722.42%-697
VERALTO SHS(VLTO)15,0000-15,0001,2680-1,268
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