Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 8
- 0 vs. Q2 2022
- Portfolio value
- $3.05B
- −$185.9M (−5.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,502,379 | $788.5M | 25.8% | +43,700+3.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 7,003,600 | $669.9M | 21.9% | +241,000+3.6% | AddedConverted for a 20-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 2,818,509 | $656.4M | 21.5% | +86,500+3.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,294,034 | $372.2M | 12.2% | +229,614+7.5% | Added | History |
| VVisa Inc. | Stock | 1,734,105 | $308.1M | 10.1% | +165,703+10.6% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 345,405 | $104.8M | 3.4% | −237,146−40.7% | Reduced | History |
| MAMastercard Inc | Stock | 328,163 | $93.3M | 3.1% | +79,714+32.1% | Added | History |
| MCOMoodys Corp | Stock | 252,608 | $61.4M | 2.0% | +129,298+104.9% | Added | History |