Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q1 2024)
As of Mar 31, 2024, the AltaRock Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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
|