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Latest Crystal Rock Capital Management Stock Portfolio

$168Million– No. of Holdings #32

Crystal Rock Capital Management Performance:
2026 Q1: -6.68%YTD: -6.68%2025: 19.3%
Performance for 2026 Q1 is -6.68%, and YTD is -6.68%, and 2025 is 19.3%.

About Crystal Rock Capital Management and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crystal Rock Capital Management reported an equity portfolio of $168.4 Millions as of 31 Mar, 2026.

The top stock holdings of Crystal Rock Capital Management are GOOG, META, VRT. The fund has invested 10.9% of it's portfolio in ALPHABET INC and 9.7% of portfolio in META PLATFORMS INC - CL A.

The fund managers got completely rid off SNOWFLAKE INC-CLASS A (SNOW) and ISHARES BITCOIN TR ETF stocks. They significantly reduced their stock positions in CAVA GROUP INC, ADVANCED MICRO DEVICES INC (AMD) and VERTIV HOLDINGS CO (VRT). Crystal Rock Capital Management opened new stock positions in INTEL (INTC). The fund showed a lot of confidence in some stocks as they added substantially to L3HARRIS TECHNOLOGIES INC (LHX), MARRIOTT INTERNATIONAL - CL A (MAR) and HOME DEPOT INC (HD).
Crystal Rock Capital Management Equity Portfolio Value
Last Reported on: 04 May, 2026

Crystal Rock Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Crystal Rock Capital Management made a return of -6.68% in the last quarter. In trailing 12 months, it's portfolio return was 20.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel2,582,710
New stocks bought by Crystal Rock Capital Management

Additions

Ticker% Inc.
l3harris technologies inc82.6
marriott international - cl a14.71
home depot inc10.85
intuitive surgical9.41
procter & gamble co/the7.59
netflix5.22
Additions to existing portfolio by Crystal Rock Capital Management

Reductions

Ticker% Reduced
cava group inc-54.17
advanced micro devices inc-30.2
vertiv holdings co-17.21
cooper cos inc-16.01
microsoft corp-14.22
boston scientific corp-14.19
red rock resorts - cl a-13.63
nvidia corporation-12.95
Crystal Rock Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares bitcoin tr etf-783,229
snowflake inc-class a-921,312
Crystal Rock Capital Management got rid off the above stocks

Sector Distribution

Crystal Rock Capital Management has about 27.4% of it's holdings in Communication Services sector.

  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Technology
  • Consumer Defensive
  • Others
Sector%
Communication Services27.4
Industrials16.9
Consumer Cyclical15.6
Financial Services13.1
Healthcare12.1
Technology7.7
Consumer Defensive5.5
Others1.7

Market Cap. Distribution

Crystal Rock Capital Management has about 96.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP61.1
LARGE-CAP35.5
MID-CAP1.8
UNALLOCATED1.7

Stocks belong to which Index?

About 84.5% of the stocks held by Crystal Rock Capital Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50082.7
Others15.5
RUSSELL 20001.8
Top 5 Winners (%)%
VRT
vertiv holdings co
50.0 %
NESR
national energy services reuni shs
37.1 %
ge vernova inc
33.6 %
cava group inc
27.6 %
COST
costco wholesale
15.6 %
Top 5 Winners ($)$
VRT
vertiv holdings co
6.3 M
cava group inc
0.7 M
LHX
l3harris technologies inc
0.6 M
ge vernova inc
0.3 M
COST
costco wholesale
0.3 M
Top 5 Losers (%)%
DKNG
draftkings inc
-36.6 %
BSX
boston scientific corp
-31.8 %
EL
estee lauder cos inc
-30.7 %
MSFT
microsoft corp
-21.8 %
ISRG
intuitive surgical
-17.9 %
Top 5 Losers ($)$
META
meta platforms inc - cl a
-2.5 M
DKNG
draftkings inc
-2.1 M
BSX
boston scientific corp
-1.8 M
MSFT
microsoft corp
-1.8 M
GOOG
alphabet inc
-1.7 M

Crystal Rock Capital Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Crystal Rock Capital Management

Crystal Rock Capital Management has 32 stocks in it's portfolio. About 61.4% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Crystal Rock Capital Management last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions