Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 16, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 8
- 0 vs. Q4 2022
- Portfolio value
- $3.65B
- +$468.8M (+14.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,383,124 | $1.02B | 27.9% | −26,600−1.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,331,929 | $672.3M | 18.4% | −228,200−8.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,282,417 | $651.7M | 17.9% | −148,000−2.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,864,951 | $605.8M | 16.6% | +220,581+3.9% | Added | History |
| VVisa Inc. | Stock | 1,648,124 | $371.6M | 10.2% | −26,000−1.6% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 399,465 | $142.9M | 3.9% | +65,000+19.4% | Added | History |
| MAMastercard Inc | Stock | 294,510 | $107.0M | 2.9% | −6,500−2.2% | Reduced | History |
| MCOMoodys Corp | Stock | 261,534 | $80.0M | 2.2% | 00.0% | Unchanged | History |