Holdings
Shelter Rock Management, LLC
As of Sep 30, 2026, Shelter Rock Management, LLC reported 25 positions worth US$85M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 22,422 | US$10.6M | −1,052 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 28,119 | US$9.7M | −124 | Sep 30, 2026 |
| Nvidia Corporation | 35,566 | US$8.46M | −375 | Sep 30, 2026 |
| Hilton Worldwide Holdings Inc. | 25,187 | US$8.03M | +2,135 | Sep 30, 2026 |
| O'reilly Automotive, Inc. | 79,460 | US$6.77M | −812 | Sep 30, 2026 |
| Visa Inc. | 17,576 | US$6.31M | −178 | Sep 30, 2026 |
| Tjx Companies, Inc. (the) | 41,067 | US$5.47M | +9,174 | Sep 30, 2026 |
| Microsoft Corp. | 10,471 | US$5.43M | −114 | Sep 30, 2026 |
| Transdigm Group Inc. | 4,805 | US$5.24M | −1,284 | Sep 30, 2026 |
| Amazon.com, Inc. | 13,497 | US$3.4M | −367 | Sep 30, 2026 |