# AltaRock Partners — AltaRock Partners

Source: SEC EDGAR 13F filings (CIK 0001631014).
Page URL: https://superinvestorclub.com/manager/43
Last updated: 2026-07-08T11:36:22.995Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), AltaRock Partners reported 8 long equity positions in their AltaRock Partners 13F filing, with a total reported value of $4.13B.

### About

Concentrated compounder

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | AMZN | AMAZON.COM INC | 7567946 | $1.58B | 38.20% | +3.5% |
| 2 | TDG | TRANSDIGM GROUP INC | 909168 | $1.05B | 25.54% | -6.2% |
| 3 | MSFT | MICROSOFT CORP | 1867537 | $691.3M | 16.75% | -10.3% |
| 4 | MCO | MOODYS CORP | 862036 | $376.1M | 9.11% | +5.8% |
| 5 | MA | MASTERCARD INC-CLASS A | 522836 | $261.2M | 6.33% | -3.5% |
| 6 | V | VISA INC-CLASS A SHRS | 498677 | $150.7M | 3.65% | -3.5% |
| 7 | GOOGL | ALPHABET INC-CL A | 43391 | $12.5M | 0.30% | +-74.4% |
| 8 | HLT | HILTON WORLDWIDE | 15341 | $4.7M | 0.11% | -97.2% |

## New positions this quarter (0)


## Increased positions (3)

- AMZN: 7567946 shares (+3.5%), $1.58B
- MCO: 862036 shares (+5.8%), $376.1M
- GOOGL: 43391 shares (-74.4%), $12.5M

## Reduced positions (5)

- TDG: 909168 shares (-6.2%), $1.05B
- MSFT: 1867537 shares (-10.3%), $691.3M
- MA: 522836 shares (-3.5%), $261.2M
- V: 498677 shares (-3.5%), $150.7M
- HLT: 15341 shares (-97.2%), $4.7M

## Sold positions (0)


## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-14)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-21)

## Citation

When citing, use: "AltaRock Partners, AltaRock Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/43)".