Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 21, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 8
- 0 vs. Q4 2023
- Portfolio value
- $4.65B
- +$170.2M (+3.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,156,398 | $1.42B | 30.6% | −81,224−6.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 4,204,460 | $758.4M | 16.3% | −230,174−5.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,754,186 | $738.0M | 15.9% | −236,528−11.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 4,285,110 | $646.8M | 13.9% | −574,720−11.8% | Reduced | History |
| VVisa Inc. | Stock | 1,778,383 | $496.3M | 10.7% | −48,770−2.7% | Reduced | History |
| MCOMoodys Corp | Stock | 800,135 | $314.5M | 6.8% | −10,500−1.3% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 504,868 | $146.7M | 3.2% | −68,892−12.0% | Reduced | History |
| MAMastercard Inc | Stock | 267,033 | $128.6M | 2.8% | −1,961−0.7% | Reduced | History |