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Sean Chaitman

Shelter Rock Management, Llc

Assets Managed
$103.122M
Holdings
37
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.36%(2Q avg: 2.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Shelter Rock Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Shelter Rock Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 103.122M in assets, with a quarterly growth rate of 9.36% and a 2-quarter average growth rate of 2.03%. The portfolio is managed by Sean Chaitman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.49%
10.88%
$11.21M
23,474 shares@ $477.57 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.66%
9.79%
$10.093M
28,243 shares@ $357.38 avg price
TDG
Transdigm Group Inc
Recent Activity
Increased 0.32%
7.87%
$8.111M
6,089 shares@ $1332.11 avg price
HLT
Hilton Worldwide Holdings In
Recent Activity
Increased 1.1%
7.39%
$7.618M
23,052 shares@ $330.47 avg price
ORLY
O'reilly Automotive Inc
Recent Activity
Decreased -0.08%
7.17%
$7.392M
80,272 shares@ $92.09 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -13.92%
6.98%
$7.192M
35,941 shares@ $200.1 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.38%
5.91%
$6.091M
17,754 shares@ $343.09 avg price
TT
Trane Technologies Plc
Recent Activity
Decreased -13.91%
5.37%
$5.533M
11,265 shares@ $491.17 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 0.69%
4.69%
$4.832M
31,893 shares@ $151.5 avg price
FLEX
Flex Ltd
Recent Activity
Decreased -38.04%
4.64%
$4.783M
29,509 shares@ $162.08 avg price

1-10 of 37