Altarock Partners

Altarock Partners as of March 31, 2025

Portfolio Holdings for Altarock Partners

Altarock Partners holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Transdigm Group Comm (TDG) 27.3 $1.4B 980k 1383.29
Amazon.com Comm (AMZN) 19.9 $990M 5.2M 190.26
Microsoft Corp Comm (MSFT) 19.5 $968M 2.6M 375.39
Alphabet Inc-cl A Comm (GOOGL) 10.7 $534M 3.5M 154.64
Moodys Corp Comm (MCO) 8.9 $443M 951k 465.69
Mastercard Inc-class A Comm (MA) 6.5 $321M 586k 548.12
Visa Inc-class A Shrs Comm (V) 6.0 $298M 850k 350.46
Hilton Worldwide Comm (HLT) 1.3 $62M 274k 227.55
Fair Isaac Comm (FICO) 0.0 $1.2M 670.00 1844.16