Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 9
- +1 vs. Q1 2024
- Portfolio value
- $4.86B
- +$205.0M (+4.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,073,264 | $1.37B | 28.2% | −83,134−7.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,934,816 | $864.8M | 17.8% | +180,630+10.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 4,129,460 | $798.0M | 16.4% | −75,000−1.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 4,002,110 | $729.0M | 15.0% | −283,000−6.6% | Reduced | History |
| VVisa Inc. | Stock | 1,778,383 | $466.8M | 9.6% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,087,080 | $457.6M | 9.4% | +286,945+35.9% | Added | History |
| MAMastercard Inc | Stock | 267,033 | $117.8M | 2.4% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 34,652 | $51.6M | 1.1% | +34,652 | New | History |
| CHTRCharter Communications, Inc. | CL A | 6,025 | $1.80M | <0.1% | −498,843−98.8% | Reduced | History |