BRIGHT ROCK CAPITAL MANAGEMENT, LLC
CIK 1509973
13F filing for Q2 2026・No. 3,896
- Holdings
- US$499.05M
- Quarter change
- −US$9.64M
- Entries
- 73
- Net bought (estimate)
- −US$16.85M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 6
- Cut 3
- Added 5
- Corporate actions 0
- Unchanged 61
Largest holdings
73 stocks worth US$499.05M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 78,000 | US$27.87M | 5.59% |
| MSFTMicrosoftCOM | Added | 74,000 | US$27.6M | 5.53% |
| NVDANvidiaCOM | Added | 110,000 | US$22.01M | 4.41% |
| MAMASTERCARD INCORPORATEDCL A | Unchanged | 37,500 | US$19.26M | 3.86% |
| MRKMERCK & CO INCCOM | Unchanged | 142,000 | US$18.25M | 3.66% |
| AAPLAppleCOM | Unchanged | 56,000 | US$16.2M | 3.25% |
| VEEVVEEVA SYS INCCL A COM | Added | 86,000 | US$15.26M | 3.06% |
| UNPUNION PAC CORPCOM | Unchanged | 53,500 | US$14.55M | 2.92% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Unchanged | 27,500 | US$13.79M | 2.76% |
| VVISA INCCOM CL A | Unchanged | 34,750 | US$11.92M | 2.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.