Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 8
- 0 vs. Q3 2022
- Portfolio value
- $3.18B
- +$127.3M (+4.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,409,724 | $887.6M | 27.9% | −92,655−6.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,560,129 | $614.0M | 19.3% | −258,380−9.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,430,417 | $567.4M | 17.8% | −573,183−8.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,644,370 | $474.1M | 14.9% | +2,350,336+71.4% | Added | History |
| VVisa Inc. | Stock | 1,674,124 | $347.8M | 10.9% | −59,981−3.5% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 334,465 | $113.4M | 3.6% | −10,940−3.2% | Reduced | History |
| MAMastercard Inc | Stock | 301,010 | $104.7M | 3.3% | −27,153−8.3% | Reduced | History |
| MCOMoodys Corp | Stock | 261,534 | $72.9M | 2.3% | +8,926+3.5% | Added | History |