Mark Massey - AltaRock Partners Portfolio Stock Holdings

AltaRock Partners disclosed 8 stock positions valued at approximately $4.1 billion in its latest SEC 13F filing. The largest holdings include AMAZON.COM INC, TRANSDIGM GROUP INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
8
Portfolio Value
$4.1B
Holdings by Sector
AltaRock Partners Portfolio Holdings in Q1 2026

8 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMAZON.COM INCAMZNConsumer Cyclical38.20%7,567,946+253,412+3.46%$1,576,176,113
TRANSDIGM GROUP INCTDGIndustrials25.54%909,168-60,232-6.21%$1,053,689,345
MICROSOFT CORPMSFTTechnology16.75%1,867,537-214,820-10.32%$691,306,171
MOODYS CORPMCOFinancial Services9.11%862,036+47,533+5.84%$376,063,205
MASTERCARD INC-CLASS AMAFinancial Services6.33%522,836-19,000-3.51%$261,240,236
VISA INC-CLASS A SHRSVFinancial Services3.65%498,677-18,000-3.48%$150,720,137
ALPHABET INC-CL AGOOGLCommunication Services0.30%43,391-126,000-74.38%$12,477,516
HILTON WORLDWIDEHLTConsumer Cyclical0.11%15,341-527,272-97.17%$4,664,891