Altarock Partners as of June 30, 2025
Portfolio Holdings for Altarock Partners
Altarock Partners holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Comm (TDG) | 27.2 | $1.5B | 980k | 1520.64 | |
| Amazon.com Comm (AMZN) | 25.1 | $1.4B | 6.3M | 219.39 | |
| Microsoft Corp Comm (MSFT) | 23.4 | $1.3B | 2.6M | 497.41 | |
| Moodys Corp Comm (MCO) | 8.7 | $478M | 952k | 501.59 | |
| Mastercard Inc-class A Comm (MA) | 6.0 | $329M | 586k | 561.94 | |
| Visa Inc-class A Shrs Comm (V) | 3.5 | $190M | 535k | 355.05 | |
| Alphabet Inc-cl A Comm (GOOGL) | 3.4 | $184M | 1.0M | 176.23 | |
| Hilton Worldwide Comm (HLT) | 2.6 | $145M | 545k | 266.34 | |
| Fair Isaac Comm (FICO) | 0.0 | $1.2M | 670.00 | 1827.96 |
