Crystal Rock Capital Management
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 68,775 | 68,775 | 0 | 16,719,203 | 21,526,575 | +4,807,372 |
| ALPHABET INC | 34,175 | 31,315 | -2,860 | 8,323,321 | 9,826,647 | +1,503,326 |
| ELI LILLY AND CO | 4,025 | 4,025 | 0 | 3,071,075 | 4,325,587 | +1,254,512 |
| CAVA GROUP INC | 23,275 | 41,050 | +17,775 | 1,406,043 | 2,409,225 | +1,003,182 |
| COOPER COS INC | 86,205 | 84,330 | -1,875 | 5,910,215 | 6,911,687 | +1,001,472 |
| DRAFTKINGS INC | 124,985 | 163,310 | +38,325 | 4,674,439 | 5,627,663 | +953,224 |
| TESLA | 3,675 | 5,635 | +1,960 | 1,634,346 | 2,534,172 | +899,826 |
| ADVANCED MICRO DEVICES INC | 0 | 3,725 | +3,725 | 0 | 797,746 | +797,746 |
| ESTEE LAUDER COS INC | 45,963 | 45,963 | 0 | 4,050,260 | 4,813,245 | +762,985 |
| INTUITIVE SURGICAL | 6,375 | 6,375 | 0 | 2,851,091 | 3,610,545 | +759,454 |
| GOLDMAN SACHS GROUP INC | 8,670 | 8,670 | 0 | 6,904,355 | 7,620,930 | +716,575 |
| MARRIOTT INTERNATIONAL - CL A | 11,390 | 11,390 | 0 | 2,966,412 | 3,533,634 | +567,222 |
| L3HARRIS TECHNOLOGIES INC | 6,525 | 8,475 | +1,950 | 1,992,800 | 2,488,006 | +495,206 |
| NVIDIA CORPORATION | 4,300 | 6,565 | +2,265 | 802,294 | 1,224,373 | +422,079 |
| IDEXX LABS INC | 9,880 | 9,880 | 0 | 6,312,233 | 6,684,116 | +371,883 |
| TRANSDIGM GROUP INC | 6,090 | 6,090 | 0 | 8,026,742 | 8,098,787 | +72,045 |
| AMAZON.COM INC | 52,770 | 50,430 | -2,340 | 11,586,709 | 11,640,253 | +53,544 |
| NATIONAL ENERGY SERVICES REUNI SHS | 0 | 450 | +450 | 0 | 7,047 | +7,047 |
| JPMORGAN CHASE & CO | 24,743 | 24,243 | -500 | 7,804,684 | 7,811,579 | +6,895 |
| SNOWFLAKE INC-CLASS A | 4,200 | 4,200 | 0 | 947,310 | 921,312 | -25,998 |
| RED ROCK RESORTS - CL A | 66,950 | 64,500 | -2,450 | 4,087,967 | 3,995,775 | -92,192 |
| GE VERNOVA INC | 1,825 | 1,550 | -275 | 1,122,193 | 1,013,034 | -109,159 |
| BOSTON SCIENTIFIC CORP | 59,020 | 59,020 | 0 | 5,762,123 | 5,627,557 | -134,566 |
| COSTCO WHOLESALE | 2,155 | 2,155 | 0 | 1,994,733 | 1,858,343 | -136,390 |
| PROCTER & GAMBLE CO/THE | 25,375 | 25,375 | 0 | 3,898,869 | 3,636,491 | -262,378 |
| ISHARES BITCOIN TR ETF | 17,150 | 15,775 | -1,375 | 1,114,750 | 783,229 | -331,521 |
| CROWDSTRIKE HLDGS CL A | 10,315 | 9,710 | -605 | 5,058,270 | 4,551,660 | -506,610 |
| MICROSOFT CORP | 16,805 | 16,805 | 0 | 8,704,150 | 8,127,234 | -576,916 |
| HOME DEPOT INC | 9,447 | 9,447 | 0 | 3,827,830 | 3,250,713 | -577,117 |
| VERTIV HOLDINGS CO | 89,040 | 78,425 | -10,615 | 13,432,574 | 12,705,634 | -726,940 |
| MASTERCARD INC | 18,639 | 16,139 | -2,500 | 10,602,050 | 9,213,432 | -1,388,618 |
| NETFLIX | 3,885 | 32,550 | +28,665 | 4,657,804 | 3,051,888 | -1,605,916 |
| META PLATFORMS INC - CL A | 31,231 | 28,766 | -2,465 | 22,935,422 | 18,988,149 | -3,947,273 |