Question 1

What stocks did AltaRock Partners buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, AltaRock Partners added 0 new positions and increased 3 existing holdings, totaling $1.55B in buy activity. New positions alone account for $0.

Question 2

What was AltaRock Partners's biggest new buy?

Accepted Answer

AltaRock Partners did not open any new positions in the Q2 '26 filing.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio	Change
MSFT	MICROSOFT CORP	2334482	$870.8M	20.54%	+25.0%
MA	MASTERCARD INC-CLASS A	764507	$392.7M	9.26%	+46.2%
V	VISA INC-CLASS A SHRS	836470	$287.0M	6.77%	+67.7%

AltaRock Partners — Recent Buys

Increased positions (3)