Altarock Partners as of Sept. 30, 2022
Portfolio Holdings for Altarock Partners
Altarock Partners holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 25.8 | $789M | 1.5M | 524.82 | |
| Alphabet Inc - Cl A Comm (GOOGL) | 21.9 | $670M | 7.0M | 95.65 | |
| Microsoft Corp Comm (MSFT) | 21.5 | $656M | 2.8M | 232.90 | |
| Amazon Comm (AMZN) | 12.2 | $372M | 3.3M | 113.00 | |
| Visa Inc Cl A Comm (V) | 10.1 | $308M | 1.7M | 177.65 | |
| Charter Communications Comm (CHTR) | 3.4 | $105M | 345k | 303.35 | |
| Mastercard Inc Cl A Comm (MA) | 3.1 | $93M | 328k | 284.34 | |
| Moodys Corp Comm (MCO) | 2.0 | $61M | 253k | 243.11 |
