Mark Massey's Portfolio Snapshot: Top Holdings & Significant Share Changes
Mark Massey's portfolio, valued at approximately $5.1 billion as of December 31, 2025, features Amazon and Transdigm Group as top holdings, with notable share reductions in Microsoft and Alphabet.
As of December 31, 2025, Mark Massey's portfolio at AltaRock Partners is valued at approximately $5.1 billion. The portfolio is heavily concentrated in technology and industrials sectors, with Amazon.com Inc. (AMZN) leading as the largest holding at a 33.1% allocation, followed by Transdigm Group Inc. (TDG) at 25.28% and Microsoft Corp. (MSFT) at 19.75%. For a detailed view of Mark Massey's investment profile, visit Mark Massey's investor profile.
Several holdings show significant changes in shares from the prior period:
- Microsoft Corp. (MSFT): The portfolio's third-largest holding saw a substantial reduction, with shares decreasing by 18.95% (-486,910 shares). This represents one of the most significant reductions in position size.
- Alphabet Inc. (GOOGL): The smallest holding in the top seven, Alphabet experienced the steepest percentage decline with a 50.81% reduction in shares (-175,000 shares). This sharp decrease is noteworthy despite its small allocation.
- Moodys Corp. (MCO): A key holding in the Financial Services sector saw a 14.15% reduction in shares (-134,232 shares), impacting its portfolio allocation.
- Mastercard Inc. (MA): Another Financial Services holding decreased by 7.23% in shares (-42,250 shares).
- VISA Inc. (V): Shares in the payment industry declined by 3.16% (-16,845 shares).
Conversely, Transdigm Group (TDG) maintained stability with only a 0.72% reduction in shares (-6,992 shares), while Amazon.com (AMZN) saw a modest 3.22% decrease (-243,719 shares). For more information on these companies, explore their profiles: Amazon.com Inc., Transdigm Group Inc., Microsoft Corp., Moodys Corp., Mastercard Inc., VISA Inc., Alphabet Inc..