What AltaRock Partners Bought in Q3 2024
AltaRock Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$5.08B
Total Value
9
Holdings
0
New Buys
4
Reduced
In Q3 2024, AltaRock Partners reported 9 long equity positions worth $5.08B in their AltaRock Partners 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | 1048264 | $1.50B | 29.46% | -2.3% |
| 2 | AMZN | AMAZON.COM INC | 5402320 | $1.01B | 19.83% | +30.8% |
| 3 | MSFT | MICROSOFT CORP | 1934816 | $832.6M | 16.40% | — |
| 4 | GOOGL | ALPHABET INC-CL A | 3333905 | $552.9M | 10.89% | -16.7% |
| 5 | MCO | MOODYS CORP | 1066619 | $506.2M | 9.97% | -1.9% |
| 6 | V | VISA INC-CLASS A SHRS | 1118383 | $307.5M | 6.06% | -37.1% |
| 7 | MA | MASTERCARD INC-CLASS A | 620033 | $306.2M | 6.03% | +132.2% |
| 8 | FICO | FAIR ISAAC INC | 34652 | $67.3M | 1.33% | — |
| 9 | CHTR | Charter Communications | 6025 | $2.0M | 0.04% | — |