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Portfolio (Quarterly) Guide ↗

Crystal Rock Capital Management

· CIK 0001510668
13F Portfolio $168M AUM 32 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 6 Added 20 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SNOW SNOWFLAKE INC-CLASS A Technology 4,200 $921K 0.49% SOLD
2 IBIT ISHARES BITCOIN TR ETF Financial Services 15,775 $783K 0.41% SOLD
Sector Allocation
Communication Services 27.9%
Industrials 17.3%
Consumer Cyclical 14.8%
Financial Services 13.4%
Healthcare 12.3%
Technology 7.9%
Consumer Defensive 5.6%
Utilities 0.8%
Energy 0.0%