Altarock Partners LP reported 8 holdings worth US$4.24B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Altarock Partners LP reported 8 holdings worth US$4.24B as of Jun 30, 2026. Largest: Amazon.com, Inc., Transdigm Group Inc. and Microsoft Corp. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$4.24B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 5.73M | US$1.37B | 32.2% |
| Transdigm Group Inc. | 876K | US$1.17B | 27.5% |
| Microsoft Corp. | 2.33M | US$871M | 20.5% |
| Mastercard Incorporated | 765K | US$393M | 9.3% |
| Visa Inc. | 836K | US$287M | 6.8% |
| Moody's Corporation | 303K | US$137M | 3.2% |
| Alphabet Inc (google) Class C | 41,994 | US$15M | 0.35% |
| Hilton Worldwide Holdings Inc. | 15,202 | US$5.02M | 0.12% |