Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q3 2025)
As of Sep 30, 2025, the AltaRock Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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 Q3 2025, the filing reported:
New Buys - None reported
Increases - Amazon.com, Inc.
Reductions - Fair Isaac Corporation, Alphabet Inc., Hilton Worldwide Holdings 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 |
|---|---|---|---|
|
Q3 2025
|
AMZN
Amazon.com, Inc.
|
Buy |
+1,282,347
|
|
Q3 2025
|
FICO
Fair Isaac Corporation
|
Sell |
-3
|
|
Q3 2025
|
GOOGL
Alphabet Inc.
|
Sell |
-701,038
|
|
Q3 2025
|
HLT
Hilton Worldwide Holdings Inc.
|
Sell |
-1,983
|
|
Q3 2025
|
MA
Mastercard Incorporated
|
Sell |
-2,168
|
|
Q3 2025
|
MCO
Moody's Corporation
|
Sell |
-3,519
|
|
Q3 2025
|
MSFT
Microsoft Corporation
|
Sell |
-9,382
|
|
Q3 2025
|
TDG
Transdigm Group Incorporated
|
Sell |
-3,558
|
|
Q3 2025
|
V
Visa Inc.
|
Sell |
-1,890
|