BRIGHT ROCK CAPITAL MANAGEMENT, LLC — 13F holdings

BRIGHT ROCK CAPITAL MANAGEMENT, LLC reported 72 holdings worth $529M in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $38.0M (7.2%)
2. GOOGL ALPHABET INC — $26.8M (5.1%)
3. NVDA NVIDIA CORPORATION — $25.1M (4.7%)
4. MA MASTERCARD INCORPORATED — $20.7M (3.9%)
5. MRK MERCK & CO INC — $20.6M (3.9%)
6. AAPL APPLE INC — $18.6M (3.5%)
7. TMO THERMO FISHER SCIENTIFIC INC — $18.6M (3.5%)
8. AMZN AMAZON COM INC — $14.7M (2.8%)
9. UNP UNION PAC CORP — $14.6M (2.8%)
10. NKE NIKE INC — $14.1M (2.7%)