Altarock Partners as of June 30, 2024
Portfolio Holdings for Altarock Partners
Altarock Partners holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 28.2 | $1.4B | 1.1M | 1277.61 | |
| Microsoft Corp Comm (MSFT) | 17.8 | $865M | 1.9M | 446.95 | |
| Amazon.com Comm (AMZN) | 16.4 | $798M | 4.1M | 193.25 | |
| Alphabet Inc-cl A Comm (GOOGL) | 15.0 | $729M | 4.0M | 182.15 | |
| Visa Inc-class A Shrs Comm (V) | 9.6 | $467M | 1.8M | 262.47 | |
| Moodys Corp Comm (MCO) | 9.4 | $458M | 1.1M | 420.93 | |
| Mastercard Inc-class A Comm (MA) | 2.4 | $118M | 267k | 441.16 | |
| Fair Isaac Comm (FICO) | 1.1 | $52M | 35k | 1488.66 | |
| Charter Communications Inc-a Comm (CHTR) | 0.0 | $1.8M | 6.0k | 298.96 |
