Altarock Partners as of Dec. 31, 2022
Portfolio Holdings for Altarock Partners
Altarock Partners holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 27.9 | $888M | 1.4M | 629.65 | |
| Microsoft Corp Comm (MSFT) | 19.3 | $614M | 2.6M | 239.82 | |
| Alphabet Inc Cap Stk Cl A Comm (GOOGL) | 17.8 | $567M | 6.4M | 88.23 | |
| Amazon Comm (AMZN) | 14.9 | $474M | 5.6M | 84.00 | |
| Visa Inc Com Cl A Comm (V) | 10.9 | $348M | 1.7M | 207.76 | |
| Charter Communications Inc New Cl A Comm (CHTR) | 3.6 | $113M | 335k | 339.10 | |
| Mastercard Incorporated Cl A Comm (MA) | 3.3 | $105M | 301k | 347.73 | |
| Moodys Corp Comm (MCO) | 2.3 | $73M | 262k | 278.62 |
