Mark Massey - AltaRock Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $4.97B |
Portfolio Overview
Comprehensive analysis of Mark Massey's investment portfolio
9
Total Holdings
$5.0B
Portfolio Value
Industrials
Top Sector
5
Sectors
Investment Strategy Insights
- • Mark Massey maintains a diversified portfolio across 5 sectors
- • Top 5 holdings represent 86.3% of the portfolio
- • Largest position: TRANSDIGM GROUP INC (TDG) at 27.3%
Trends by sector
Investment Adjustments from Previous Filing
AltaRock Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| TDG TRANSDIGM GROUP INC | 27.26% | $1,355,555,036 |
| AMZN AMAZON.COM INC | 19.90% | $989,811,478 |
| MSFT MICROSOFT CORP | 19.46% | $967,999,048 |
| GOOGL ALPHABET INC-CL A | 10.74% | $534,183,313 |
| MCO MOODYS CORP | 8.90% | $442,826,949 |
| MA MASTERCARD INC-CLASS A | 6.46% | $321,337,542 |
| V VISA INC-CLASS A SHRS | 5.99% | $298,035,390 |
| HLT HILTON WORLDWIDE | 1.25% | $62,338,915 |
| FICO FAIR ISAAC INC | 0.02% | $1,235,587 |