Mark Massey March 31, 2026 Portfolio Update: Major Shifts in Top Holdings
AltaRock Partners' portfolio valued at $4.13 billion as of March 31, 2026, shows significant changes in top holdings including increases in Transdigm and Moody's and decreases in Microsoft and Visa.
As of March 31, 2026, Mark Massey's portfolio at AltaRock Partners is valued at $4.13 billion. The portfolio allocation shows significant shifts in top holdings.
Mark Massey increased his stake in Transdigm Group (TDG), which now accounts for 25.54% of the portfolio, while his position in Microsoft (MSFT) decreased to 16.75%.
Other notable changes include an increase in Moody's Corporation (MCO) allocation to 9.11% and a decrease in Visa (V) to 3.65%.
For detailed analysis of each stock, visit Transdigm Group, Microsoft, Moody's Corporation, and Visa.
Mark Massey's complete holdings are available at AltaRock Partners.