Mark Massey - AltaRock Partners Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the AltaRock Partners portfolio holdings is valued at approximately $5.48B, featuring 9 publicly traded holdings. This in-depth profile highlights the top investments led by TRANSDIGM GROUP INC (TDG), AMAZON.COM INC (AMZN), MICROSOFT CORP (MSFT), MOODYS CORP (MCO), MASTERCARD INC-CLASS A (MA), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
AltaRock Partners’s stock portfolio spans 9 holdings across 5 different sectors, with a total market value of $5.48B. The Consumer Cyclical sector represents the largest allocation, while the top holdings account for nearly 90% of the total portfolio value. TRANSDIGM GROUP INC remains single largest position at 27.2% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
AltaRock Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| TDG TRANSDIGM GROUP INC | 27.21% | $1,490,151,168 |
| AMZN AMAZON.COM INC | 25.14% | $1,376,871,017 |
| MSFT MICROSOFT CORP | 23.42% | $1,282,645,799 |
| MCO MOODYS CORP | 8.72% | $477,641,084 |
| MA MASTERCARD INC-CLASS A | 6.01% | $329,439,573 |
| V VISA INC-CLASS A SHRS | 3.47% | $190,098,031 |
| GOOGL ALPHABET INC-CL A | 3.36% | $184,235,953 |
| HLT HILTON WORLDWIDE | 2.65% | $145,047,699 |
| FICO FAIR ISAAC INC | 0.02% | $1,224,733 |