Mark Massey's Concentrated Portfolio Highlights: Top Holdings Analysis

As of March 31, 2026, Mark Massey's portfolio managed through AltaRock Partners displayed significant concentration, with a total value of approximately $4.13 billion. The holdings analysis reveals a focused approach on specific sectors and individual stocks.

The largest position, Amazon.com Inc. (AMZN), accounted for 38.2% of the portfolio. This stake saw an increase in shares held, growing by 3.46% compared to the previous period, indicating sustained interest in this major consumer cyclical company. For more details on Amazon.com Inc., please visit their profile.

Transdigm Group Inc. (TDG) was the second-largest holding, representing 25.54% of the portfolio. This position experienced a notable decrease, with shares falling by 6.21% and a corresponding reduction of 60,232 shares. For further information on Transdigm Group Inc., please see their profile.

Microsoft Corp. (MSFT) held at 16.75% allocation, showing a decrease of 10.32% in shares during the period. This large-cap technology stock saw a reduction of 214,820 shares. More details on Microsoft Corp. can be found at their profile.

The remaining portfolio allocation included Moody's Corp. (MCO) at 9.11%, Mastercard Inc. (MA) at 6.33%, Visa Inc. (V) at 3.65%, Alphabet Inc. (GOOGL) at 0.3%, and Hilton Worldwide (HLT) at 0.11%. Several of these holdings showed share reductions, including Mastercard (-3.51%), Visa (-3.48%), Alphabet (-74.38%), and Hilton (-97.17%). For profiles of these companies, please visit Moody's, Mastercard, Visa, Alphabet, and Hilton Worldwide.

In summary, Mark Massey's portfolio as of March 31, 2026, was characterized by substantial concentration in a few key holdings, particularly in the Consumer Cyclical and Technology sectors. For more information about Mark Massey's investment profile, please visit AltaRock Partners.