Altarock Partners as of June 30, 2023
Portfolio Holdings for Altarock Partners
Altarock Partners holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 29.2 | $1.2B | 1.4M | 894.17 | |
| Microsoft Corp Comm (MSFT) | 18.6 | $774M | 2.3M | 340.54 | |
| Alphabet Inc Cap Stk Cl A Comm (GOOGL) | 16.5 | $687M | 5.7M | 119.70 | |
| Amazon Comm (AMZN) | 16.0 | $666M | 5.1M | 130.36 | |
| Visa Inc Com Cl A Comm (V) | 11.3 | $471M | 2.0M | 237.48 | |
| Charter Communications Inc New Cl A Comm (CHTR) | 3.5 | $147M | 400k | 367.37 | |
| Mastercard Incorporated Cl A Comm (MA) | 2.8 | $116M | 295k | 393.30 | |
| Moodys Corp Comm (MCO) | 2.2 | $91M | 262k | 347.72 |
