BRIGHT ROCK CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 15099732026Q2
| Positions | 73 |
|---|
| Reported value | $499.1m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 73 (-2 vs prior quarter) |
|---|
| Reported value | $499.1m (-1.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 78,000 | $27.9m | 5.6% |
| MSFT MICROSOFT CORP | 74,000 | $27.6m | 5.5% |
| NVDA NVIDIA CORPORATION | 110,000 | $22.0m | 4.4% |
| MA MASTERCARD INCORPORATED | 37,500 | $19.3m | 3.9% |
| MRK MERCK & CO INC | 142,000 | $18.2m | 3.7% |
| AAPL APPLE INC | 56,000 | $16.2m | 3.2% |
| VEEV VEEVA SYS INC | 86,000 | $15.3m | 3.1% |
| UNP UNION PAC CORP | 53,500 | $14.6m | 2.9% |
| TMO THERMO FISHER SCIENTIFIC INC | 27,500 | $13.8m | 2.8% |
| V VISA INC | 34,750 | $11.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1509973")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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