Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 9
- 0 vs. Q2 2024
- Portfolio value
- $5.08B
- +$218.8M (+4.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,048,264 | $1.50B | 29.5% | −25,000−2.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,402,320 | $1.01B | 19.8% | +1,272,860+30.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,934,816 | $832.6M | 16.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 3,333,905 | $552.9M | 10.9% | −668,205−16.7% | Reduced | History |
| MCOMoodys Corp | Stock | 1,066,619 | $506.2M | 10.0% | −20,461−1.9% | Reduced | History |
| VVisa Inc. | Stock | 1,118,383 | $307.5M | 6.1% | −660,000−37.1% | Reduced | History |
| MAMastercard Inc | Stock | 620,033 | $306.2M | 6.0% | +353,000+132.2% | Added | History |
| FICOFair Isaac Corp | COM | 34,652 | $67.3M | 1.3% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 6,025 | $1.95M | <0.1% | 00.0% | Unchanged | History |