Altarock Partners LP
8 holdingsFiling period: 2026-06-30Current AUM: $4.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 5.73M | $1.37B | $1.43B | 30.81% | -1,837,974 | 2026-06-30 |
| 2 | TDG | Transdigm Group Inc | 875.8K | $1.17B | $989.3M | 21.36% | -33,413 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 2.33M | $870.8M | $1.24B | 26.84% | +466.9K | 2026-06-30 |
| 4 | MA | Mastercard Inc-Class A | 764.5K | $392.6M | $469.0M | 10.13% | +241.7K | 2026-06-30 |
| 5 | V | Visa Inc-Class A Shrs | 836.5K | $287.0M | $338.1M | 7.30% | +337.8K | 2026-06-30 |
| 6 | MCO | Moodys Corp | 302.6K | $137.1M | $146.6M | 3.16% | -559,412 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc-CL A | 42.0K | $15.0M | $13.3M | 0.29% | -1,397 | 2026-06-30 |
| 8 | HLT | Hilton Worldwide | 15.2K | $5.0M | $5.3M | 0.12% | -139 | 2026-06-30 |
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