Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 14, 2025, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Dec 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 Q4 2024, the filing reported:
New Buys - Hilton Worldwide Holdings Inc.
Increases - Alphabet Inc.
Reductions - Amazon.com, Inc., Fair Isaac Corporation, Mastercard Incorporated, Moody's Corporation, Microsoft Corporation, and 2 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 |
|---|---|---|---|
|
Q4 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-124,000
|
|
Q4 2024
|
FICO
Fair Isaac Corporation
|
Sell |
-33,982
|
|
Q4 2024
|
GOOGL
Alphabet Inc.
|
Buy |
+146,896
|
|
Q4 2024
|
HLT
Hilton Worldwide Holdings Inc.
|
Buy - Position Entry |
+91,328
|
|
Q4 2024
|
MA
Mastercard Incorporated
|
Sell |
-33,779
|
|
Q4 2024
|
MCO
Moody's Corporation
|
Sell |
-115,714
|
|
Q4 2024
|
MSFT
Microsoft Corporation
|
Sell |
-43,175
|
|
Q4 2024
|
TDG
Transdigm Group Incorporated
|
Sell |
-47,660
|
|
Q4 2024
|
V
Visa Inc.
|
Sell |
-243,471
|