Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q2 2026)
According to the SEC 13F filed on Aug 17, 2026, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2026, the filing reported:
New Buys - None reported
Reductions - Amazon.com, Inc., Alphabet Inc., Hilton Worldwide Holdings Inc., Moody's Corporation, Transdigm Group Incorporated
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AMZN
Amazon.com, Inc.
|
Sell |
-1,837,974
|
|
Q2 2026
|
GOOGL
Alphabet Inc.
|
Sell |
-1,397
|
|
Q2 2026
|
HLT
Hilton Worldwide Holdings Inc.
|
Sell |
-139
|
|
Q2 2026
|
MA
Mastercard Incorporated
|
Buy |
+241,671
|
|
Q2 2026
|
MCO
Moody's Corporation
|
Sell |
-559,412
|
|
Q2 2026
|
MSFT
Microsoft Corporation
|
Buy |
+466,945
|
|
Q2 2026
|
TDG
Transdigm Group Incorporated
|
Sell |
-33,413
|
|
Q2 2026
|
V
Visa Inc.
|
Buy |
+337,793
|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Buy |
+253,412
|
|
Q1 2026
|
GOOGL
Alphabet Inc.
|
Sell |
-126,000
|
|
Q1 2026
|
HLT
Hilton Worldwide Holdings Inc.
|
Sell |
-527,272
|
|
Q1 2026
|
MA
Mastercard Incorporated
|
Sell |
-19,000
|
|
Q1 2026
|
MCO
Moody's Corporation
|
Buy |
+47,533
|
|
Q1 2026
|
MSFT
Microsoft Corporation
|
Sell |
-214,820
|
|
Q1 2026
|
TDG
Transdigm Group Incorporated
|
Sell |
-60,232
|
|
Q1 2026
|
V
Visa Inc.
|
Sell |
-18,000
|