Altarock Partners as of March 31, 2023
Portfolio Holdings for Altarock Partners
Altarock Partners holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 27.9 | $1.0B | 1.4M | 737.05 | |
| Microsoft Corp Comm (MSFT) | 18.4 | $672M | 2.3M | 288.30 | |
| Alphabet Inc Cap Stk Cl A Comm (GOOGL) | 17.9 | $652M | 6.3M | 103.73 | |
| Amazon Comm (AMZN) | 16.6 | $606M | 5.9M | 103.29 | |
| Visa Inc Com Cl A Comm (V) | 10.2 | $372M | 1.6M | 225.46 | |
| Charter Communications Inc New Cl A Comm (CHTR) | 3.9 | $143M | 400k | 357.61 | |
| Mastercard Incorporated Cl A Comm (MA) | 2.9 | $107M | 295k | 363.41 | |
| Moodys Corp Comm (MCO) | 2.2 | $80M | 262k | 306.02 |
