SHELTER ROCK MANAGEMENT, LLC

PrivateCIK: 2109305
Location

JERICHO, NY

37
Positions
$103.12M
Total AUM (reported)
439.30K
Total Shares

Allocation by class

TOTAL AUM$103.12M37 positions
COM$56.51M54.8%
SPONSORED ADS$11.21M10.9%
CAP STK CL A$10.09M9.8%
COM CL A$6.09M5.9%
SHS$5.83M5.7%
ORD$4.78M4.6%
ST STR INDL ETF$4.62M4.5%

Portfolio Concentration

Top 328.5%4–1042.1%11–2526.2%Rest3.1%TOP 1070.6%0%100%
Top 3$29.41M28.5%
4–10$43.44M42.1%
11–25$27.06M26.2%
Rest$3.20M3.1%

Top 3 weight

28.5%

Top 10 weight

70.6%

Voting Authority Distribution

Total shares with voting rights: 439.30K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

439.30K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares23.47K
TypeSH
Market value$11.21M
10.87%
Sole
0.00
Shared
0.00
None
23.47K

ALPHABET INC

SOLE
CAP STK CL A
Shares28.24K
TypeSH
Market value$10.09M
9.79%
Sole
0.00
Shared
0.00
None
28.24K

TRANSDIGM GROUP INC

SOLE
COM
Shares6.09K
TypeSH
Market value$8.11M
7.87%
Sole
0.00
Shared
0.00
None
6.09K

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares23.05K
TypeSH
Market value$7.62M
7.39%
Sole
0.00
Shared
0.00
None
23.05K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares80.27K
TypeSH
Market value$7.39M
7.17%
Sole
0.00
Shared
0.00
None
80.27K

NVIDIA CORPORATION

SOLE
COM
Shares35.94K
TypeSH
Market value$7.19M
6.97%
Sole
0.00
Shared
0.00
None
35.94K

VISA INC

SOLE
COM CL A
Shares17.75K
TypeSH
Market value$6.09M
5.91%
Sole
0.00
Shared
0.00
None
17.75K

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares11.27K
TypeSH
Market value$5.53M
5.37%
Sole
0.00
Shared
0.00
None
11.27K

TJX COS INC NEW

SOLE
COM
Shares31.89K
TypeSH
Market value$4.83M
4.69%
Sole
0.00
Shared
0.00
None
31.89K

FLEX LTD

SOLE
ORD
Shares29.51K
TypeSH
Market value$4.78M
4.64%
Sole
0.00
Shared
0.00
None
29.51K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares24.94K
TypeSH
Market value$4.62M
4.48%
Sole
0.00
Shared
0.00
None
24.94K

MICROSOFT CORP

SOLE
COM
Shares10.59K
TypeSH
Market value$3.95M
3.83%
Sole
0.00
Shared
0.00
None
10.59K

BROADCOM INC

SOLE
COM
Shares9.51K
TypeSH
Market value$3.59M
3.48%
Sole
0.00
Shared
0.00
None
9.51K

AMAZON COM INC

SOLE
COM
Shares13.86K
TypeSH
Market value$3.30M
3.20%
Sole
0.00
Shared
0.00
None
13.86K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.22K
TypeSH
Market value$3.01M
2.92%
Sole
0.00
Shared
0.00
None
3.22K

APPLE INC

SOLE
COM
Shares8.06K
TypeSH
Market value$2.33M
2.26%
Sole
0.00
Shared
0.00
None
8.06K

WASTE MGMT INC DEL

SOLE
COM
Shares6.59K
TypeSH
Market value$1.47M
1.42%
Sole
0.00
Shared
0.00
None
6.59K

MASTERCARD INCORPORATED

SOLE
CL A
Shares1.41K
TypeSH
Market value$723.4K
0.70%
Sole
0.00
Shared
0.00
None
1.41K

AUTOLIV INC

SOLE
COM
Shares6.12K
TypeSH
Market value$711.0K
0.69%
Sole
0.00
Shared
0.00
None
6.12K

ISHARES TR

SOLE
GLOBAL TECH ETF
Shares4.41K
TypeSH
Market value$637.2K
0.62%
Sole
0.00
Shared
0.00
None
4.41K

VANGUARD ADMIRAL FDS INC

SOLE
500 GRTH IDX F
Shares7.41K
TypeSH
Market value$611.9K
0.59%
Sole
0.00
Shared
0.00
None
7.41K

NBT BANCORP INC

SOLE
COM
Shares12.16K
TypeSH
Market value$600.5K
0.58%
Sole
0.00
Shared
0.00
None
12.16K

ELI LILLY & CO

SOLE
COM
Shares474.00
TypeSH
Market value$568.6K
0.55%
Sole
0.00
Shared
0.00
None
474.00

MCDONALDS CORP

SOLE
COM
Shares1.88K
TypeSH
Market value$508.9K
0.49%
Sole
0.00
Shared
0.00
None
1.88K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares1.80K
TypeSH
Market value$425.1K
0.41%
Sole
0.00
Shared
0.00
None
1.80K
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