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ALTAROCK PARTNERS LP

Q4 2025 · Filed 2026-02-13
Market Value
$5.1B
-6.7%
Holdings
9
New Purchases
0
Added To
0
Closed
1
Reduced
7
Top 10 Concentration
100.0%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 33.10% 30.34% +2.76% $1.7B
TDG 25.28% 23.53% +1.75% $1.3B
HLT 3.06% 2.57% +0.48% $156M
V 3.55% 3.33% +0.22% $181M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 19.75% 24.33% -4.59% $1.0B
GOOGL 1.04% 1.53% -0.49% $53M
MCO 8.16% 8.27% -0.11% $416M
FICO 0.00% 0.02% -0.02% $0
MA 6.07% 6.07% -0.01% $309M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $3.2B 63.5%
Large Cap 4 $1.9B 36.5%

Portfolio Analytics

Avg Market Cap
$1.3T
Median Market Cap
$440.5B
Avg P/E
32.8
Median P/E
31.5
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AMZN 33.10% 7,314,534 $1.7B $230.82 $29M -243,719 -3.2%
2 TDG 25.28% 969,400 $1.3B $1,329.85 $2M -6,992 -0.7%
3 MSFT 19.75% 2,082,357 $1.0B $483.62 -$324M -486,910 -18.9%
4 MCO 8.16% 814,503 $416M $510.85 -$36M -134,232 -14.2%
5 MA 6.07% 541,836 $309M $570.88 -$23M -42,250 -7.2%
6 V 3.55% 516,677 $181M $350.71 -$930K -16,845 -3.2%
7 HLT 3.06% 542,613 $156M $287.25 $15M
8 GOOGL 1.04% 169,391 $53M $313.00 -$31M -175,000 -50.8%
9 FICO —% -$998K -667 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
FICO —%
View SEC EDGAR Filings for ALTAROCK PARTNERS LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms