Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 9
- +1 vs. Q4 2021
- Portfolio value
- $3.92B
- +$127.9M (+3.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 335,110 | $932.1M | 23.8% | +46,734+16.2% | Added | History |
| TDGTransDigm Group INC | COM | 1,421,279 | $926.0M | 23.6% | +70,225+5.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,635,309 | $812.5M | 20.7% | +915,133+53.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 127,246 | $414.8M | 10.6% | +127,246 | New | History |
| CHTRCharter Communications, Inc. | CL A | 640,548 | $349.4M | 8.9% | −708,929−52.5% | Reduced | History |
| VVisa Inc. | Stock | 1,496,102 | $331.8M | 8.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 251,249 | $89.8M | 2.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 123,310 | $41.6M | 1.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 108,039 | $24.0M | 0.6% | −421,150−79.6% | Reduced | History |