Mark Massey - AltaRock Partners Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the AltaRock Partners portfolio balances reported a total equity value of $4.13B across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight AMAZON.COM INC (AMZN) as the single largest position, accounting for 38.2% of total equity value, followed by TRANSDIGM GROUP INC (TDG), MICROSOFT CORP (MSFT), MOODYS CORP (MCO), and others. Collectively, the top five holdings represent 95.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.