Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 2025, the AltaRock Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 Q4 2025, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Amazon.com, Inc., Alphabet Inc., Mastercard Incorporated, Moody's Corporation, Microsoft Corporation, and 2 more
Complete Exits - Fair Isaac Corporation
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 2025
|
AMZN
Amazon.com, Inc.
|
Sell |
-243,719
|
|
Q4 2025
|
FICO
Fair Isaac Corporation
|
Sell - Position Exit |
-667
|
|
Q4 2025
|
GOOGL
Alphabet Inc.
|
Sell |
-175,000
|
|
Q4 2025
|
MA
Mastercard Incorporated
|
Sell |
-42,250
|
|
Q4 2025
|
MCO
Moody's Corporation
|
Sell |
-134,232
|
|
Q4 2025
|
MSFT
Microsoft Corporation
|
Sell |
-486,910
|
|
Q4 2025
|
TDG
Transdigm Group Incorporated
|
Sell |
-6,992
|
|
Q4 2025
|
V
Visa Inc.
|
Sell |
-16,845
|