Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on May 15, 2024, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 Q1 2024, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Amazon.com, Inc., Charter Communications, Inc., Alphabet Inc., Mastercard Incorporated, Moody's Corporation, and 3 more
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 |
|---|---|---|---|
|
Q1 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-230,174
|
|
Q1 2024
|
CHTR
Charter Communications, Inc.
|
Sell |
-68,892
|
|
Q1 2024
|
GOOGL
Alphabet Inc.
|
Sell |
-574,720
|
|
Q1 2024
|
MA
Mastercard Incorporated
|
Sell |
-1,961
|
|
Q1 2024
|
MCO
Moody's Corporation
|
Sell |
-10,500
|
|
Q1 2024
|
MSFT
Microsoft Corporation
|
Sell |
-236,528
|
|
Q1 2024
|
TDG
Transdigm Group Incorporated
|
Sell |
-81,224
|
|
Q1 2024
|
V
Visa Inc.
|
Sell |
-48,770
|