Shelter Rock Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 39 distinct positions held by the firm.
The portfolio is concentrated in technology and consumer discretionary sectors. The largest holding is Taiwan Semiconductor Manufacturing Company Sponsored ADS, for which the firm reported ownership of 10,582,881 shares. Other major positions include Costco Wholesale Corporation (3,083,838 shares), Jabil Inc. (2,119,503 shares), and Mastercard Incorporated Class A (728,544 shares).
Within the technology sub-sector, the firm holds significant stakes in NVIDIA Corporation (8,455,565 shares), Microsoft Corporation (5,427,163 shares), and Alphabet Inc. Class A (9,698,794 shares). The filing also lists smaller positions in companies such as Tesla Inc., Visa Inc. Class A, and Waste Management Inc.
Shelter Rock Management holds a mix of individual stocks and exchange-traded funds. The filing includes ETFs such as the VanEck Merker Gold ETF, the VanEck Semiconductor ETF, and the iShares Core S&P 500 ETF. The firm also holds shares in O'Reilly Automotive Inc., Hilton Worldwide Holdings Inc., and Eaton Corp PLC.
The filing was signed by Sean Chaitman, President of Shelter Rock Management, on October 8, 2026. The firm's address is listed as 375 North Broadway #206, Jericho, NY 11753.
