AltaRock Partners - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: December 2014 to June 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+5.48B
+9,999%+
Winning Positions
+58.82%
10 wins / 17 positions
Average Gain (Winners)
$545.45M
+9,999%+ avg per position
Active Positions
9
5 losing positions
Portfolio Value Over Time
Total Positions Tracked
17
All holdings over time
Win/Loss Ratio
2.00
10 gains / 5 losses
Active vs. Exited
9 / 8
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| TDG | Transdigm Group Incorporated | Industrials | Dec 2014 | ACTIVE | $30.45K | $1.49B | $1.49B | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Mar 2022 | ACTIVE | $414.82K | $1.38B | $1.38B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2021 | ACTIVE | $223.04K | $1.28B | $1.28B | +9,999%+ |
| MCO | Moody's Corporation | Financial Services | Dec 2014 | ACTIVE | $20.83K | $477.64M | $477.62M | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Dec 2014 | ACTIVE | $22.38K | $329.44M | $329.42M | +9,999%+ |
| V | Visa Inc. | Financial Services | Dec 2014 | ACTIVE | $17.13K | $190.10M | $190.08M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Dec 2019 | ACTIVE | $308.06K | $184.24M | $183.93M | +9,999%+ |
| HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | Dec 2024 | ACTIVE | $22.57M | $145.05M | $122.48M | +542.58% |
| CHTR | Charter Communications, Inc. | Communication Services | Jun 2016 | EXITED | $125.28K | $2.07M | $1.94M | +1548.46% |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | Mar 2018 | EXITED | $212.58K | $238.25K | $25.66K | +12.07% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.