Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 10
- +1 vs. Q3 2024
- Portfolio value
- $4.94B
- −$133.7M (−2.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,000,604 | $1.27B | 25.7% | −47,660−4.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,278,320 | $1.16B | 23.4% | −124,000−2.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,891,641 | $797.3M | 16.1% | −43,175−2.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,480,801 | $658.9M | 13.3% | +146,896+4.4% | Added | History |
| MCOMoodys Corp | Stock | 950,905 | $450.1M | 9.1% | −115,714−10.8% | Reduced | History |
| MAMastercard Inc | Stock | 586,254 | $308.7M | 6.2% | −33,779−5.4% | Reduced | History |
| VVisa Inc. | Stock | 874,912 | $276.5M | 5.6% | −243,471−21.8% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 91,328 | $22.6M | 0.5% | +91,328 | New | History |
| CHTRCharter Communications, Inc. | CL A | 6,025 | $2.07M | <0.1% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 670 | $1.33M | <0.1% | −33,982−98.1% | Reduced | History |