Altarock Partners as of Sept. 30, 2023
Portfolio Holdings for Altarock Partners
Altarock Partners holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 27.7 | $1.1B | 1.3M | 843.13 | |
| Microsoft Corp Comm (MSFT) | 17.5 | $698M | 2.2M | 315.75 | |
| Alphabet Inc Cap Stk Cl A Comm (GOOGL) | 17.2 | $688M | 5.3M | 130.86 | |
| Amazon Comm (AMZN) | 14.6 | $585M | 4.6M | 127.12 | |
| Visa Inc Com Cl A Comm (V) | 12.0 | $478M | 2.1M | 230.01 | |
| Charter Communications Inc New Cl A Comm (CHTR) | 5.5 | $219M | 498k | 439.82 | |
| Mastercard Incorporated Cl A Comm (MA) | 2.8 | $111M | 281k | 395.91 | |
| Moodys Corp Comm (MCO) | 2.7 | $109M | 344k | 316.17 |
