Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2026, the filing reported:

New Buys - None reported

Increases - Amazon.com, Inc., Moody's Corporation

Reductions - Alphabet Inc., Hilton Worldwide Holdings Inc., Mastercard Incorporated, Microsoft Corporation, Transdigm Group Incorporated, and 1 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+253,412	+3.5%	$1.58B	7,567,946
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-126,000	-74.4%	$12.48M	43,391
Q1 2026	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-527,272	-97.2%	$4.66M	15,341
Q1 2026	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-19,000	-3.5%	$261.24M	522,836
Q1 2026	MCO Moody's Corporation	Moody's Corporation	Buy	+47,533	+5.8%	$376.06M	862,036
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-214,820	-10.3%	$691.31M	1,867,537
Q1 2026	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-60,232	-6.2%	$1.05B	909,168
Q1 2026	V Visa Inc.	Visa Inc.	Sell	-18,000	-3.5%	$150.72M	498,677