Altarock Partners as of Sept. 30, 2024
Portfolio Holdings for Altarock Partners
Altarock Partners holds 9 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 29.5 | $1.5B | 1.0M | 1427.13 | |
| Amazon.com Comm (AMZN) | 19.8 | $1.0B | 5.4M | 186.33 | |
| Microsoft Corp Comm (MSFT) | 16.4 | $833M | 1.9M | 430.30 | |
| Alphabet Inc-cl A Comm (GOOGL) | 10.9 | $553M | 3.3M | 165.85 | |
| Moodys Corp Comm (MCO) | 10.0 | $506M | 1.1M | 474.59 | |
| Visa Inc-class A Shrs Comm (V) | 6.1 | $308M | 1.1M | 274.95 | |
| Mastercard Inc-class A Comm (MA) | 6.0 | $306M | 620k | 493.80 | |
| Fair Isaac Comm (FICO) | 1.3 | $67M | 35k | 1943.52 | |
| Charter Communications Inc-a Comm (CHTR) | 0.0 | $2.0M | 6.0k | 324.08 |
