Altarock Partners LLC
- SEC CIK
- 0001631014
- Latest filing
- Aug 17, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- 0 vs. Q1 2025
- Portfolio value
- $5.48B
- +$504.0M (+10.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 979,950 | $1.49B | 27.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,275,906 | $1.38B | 25.1% | +1,073,491+20.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,578,649 | $1.28B | 23.4% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 952,254 | $477.6M | 8.7% | +1,349+0.1% | Added | History |
| MAMastercard Inc | Stock | 586,254 | $329.4M | 6.0% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 535,412 | $190.1M | 3.5% | −315,000−37.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,045,429 | $184.2M | 3.4% | −2,408,938−69.7% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 544,596 | $145.0M | 2.6% | +270,639+98.8% | Added | History |
| FICOFair Isaac Corp | COM | 670 | $1.22M | <0.1% | 00.0% | Unchanged | History |