Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 14, 2025, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. 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 2025, the filing reported:

New Buys - None reported

Increases - Amazon.com, Inc., Hilton Worldwide Holdings Inc., Moody's Corporation

Reductions - Alphabet Inc., Visa Inc.

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
Q2 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,073,491	+20.6%	$1.38B	6,275,906
Q2 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,408,938	-69.7%	$184.24M	1,045,429
Q2 2025	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy	+270,639	+98.8%	$145.05M	544,596
Q2 2025	MCO Moody's Corporation	Moody's Corporation	Buy	+1,349	+0.1%	$477.64M	952,254
Q2 2025	V Visa Inc.	Visa Inc.	Sell	-315,000	-37.0%	$190.10M	535,412