Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 8
- 0 vs. Q1 2023
- Portfolio value
- $4.16B
- +$513.3M (+14.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,357,491 | $1.21B | 29.2% | −25,633−1.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,272,041 | $773.7M | 18.6% | −59,888−2.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 5,736,600 | $686.7M | 16.5% | −545,817−8.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,106,781 | $665.7M | 16.0% | −758,170−12.9% | Reduced | History |
| VVisa Inc. | Stock | 1,981,276 | $470.5M | 11.3% | +333,152+20.2% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 399,465 | $146.8M | 3.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 294,510 | $115.8M | 2.8% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 261,534 | $90.9M | 2.2% | 00.0% | Unchanged | History |