Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 8
- −1 vs. Q1 2022
- Portfolio value
- $3.24B
- −$681.5M (−17.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,458,679 | $782.8M | 24.2% | +37,400+2.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 338,130 | $736.9M | 22.7% | +3,020+0.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,732,009 | $701.7M | 21.7% | +96,700+3.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,064,420 | $325.5M | 10.0% | +519,500+20.4% | AddedConverted for a 20-for-1 split | History |
| VVisa Inc. | Stock | 1,568,402 | $308.8M | 9.5% | +72,300+4.8% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 582,551 | $272.9M | 8.4% | −57,997−9.1% | Reduced | History |
| MAMastercard Inc | Stock | 248,449 | $78.4M | 2.4% | −2,800−1.1% | Reduced | History |
| MCOMoodys Corp | Stock | 123,310 | $33.5M | 1.0% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.