Mark Massey's Q1 2026 Portfolio Highlights Major Shifts in Top Holdings
Mark Massey's portfolio as of March 31, 2026, shows significant changes in top holdings, with notable increases in Amazon and decreases in Transdigm and Microsoft.
As of March 31, 2026, Mark Massey's portfolio at AltaRock Partners totals approximately $4.13 billion, reflecting quarterly adjustments across key holdings. The portfolio's allocation is dominated by a few large positions, with Amazon.com Inc. (AMZN) leading at 38.2% allocation, followed by Transdigm Group Inc. (TDG) at 25.54%.
A standout increase in the portfolio is the 3.46% rise in Amazon shares, bringing the total shares held to 7,567,946. This significant stake growth in the Consumer Cyclical sector underscores continued confidence in the e-commerce giant. Investors can explore Massey's stake in Amazon further here: Mark Massey's Amazon Position.
Conversely, Transdigm Group Inc. (TDG) experienced the largest percentage decrease in the portfolio, with a 6.21% reduction in shares held during the quarter. This shift in a key Industrials holding is notable. For more details on Transdigm's performance, visit: Transdigm Stock Analysis.
Microsoft Corp. (MSFT) also saw a significant reduction, with a 10.32% decrease in shares held, impacting the Technology sector allocation. The company's stock value also decreased substantially. Details on Microsoft's quarterly performance can be found here: Microsoft Stock.
Other notable changes include Moody's Corp. (MCO) with a modest 5.84% increase in shares, Mastercard Inc. (MA) with a 3.51% decrease, and Visa Inc. (V) with an approximate 3.48% decrease. These adjustments within the Financial Services sector are worth monitoring.
Smaller holdings also saw changes, with Alphabet Inc. (GOOGL) experiencing a substantial 74.38% decrease in shares, and Hilton Worldwide (HLT) seeing a near-total liquidation of its position (97.17% decrease). The latter change, while affecting a minimal portion of the overall portfolio (0.11%), is significant for that specific holding. Further analysis of these positions is available here: Alphabet Stock and Hilton Worldwide Stock.
Overall, the portfolio shows active management, with significant inflows into Amazon and outflows from key technology and industrials holdings, alongside minor adjustments in financial services and a near-complete exit from a consumer cyclical position.