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ALTAROCK PARTNERS LP

Q1 2026 · Filed 2026-05-15
Market Value
$4.1B
-19.1%
Holdings
8
-1
New Purchases
0
Added To
2
Closed
0
Reduced
6
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 38.20% 33.10% +5.09% $1.6B
MCO 9.11% 8.16% +0.96% $376M
MA 6.33% 6.07% +0.27% $261M
TDG 25.54% 25.28% +0.26% $1.1B
V 3.65% 3.55% +0.10% $151M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 16.75% 19.75% -2.99% $691M
HLT 0.11% 3.06% -2.94% $5M
GOOGL 0.30% 1.04% -0.74% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $2.7B 65.2%
Large Cap 3 $1.4B 34.8%

Portfolio Analytics

Avg Market Cap
$1.5T
Median Market Cap
$535.5B
Avg P/E
32.1
Median P/E
30.2
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AMZN 38.20% 7,567,946 $1.6B $208.27 -$112M +253,412 +3.5%
2 TDG 25.54% 909,168 $1.1B $1,158.96 -$235M -60,232 -6.2%
3 MSFT 16.75% 1,867,537 $691M $370.17 -$316M -214,820 -10.3%
4 MCO 9.11% 862,036 $376M $436.25 -$40M +47,533 +5.8%
5 MA 6.33% 522,836 $261M $499.66 -$48M -19,000 -3.5%
6 V 3.65% 498,677 $151M $302.24 -$30M -18,000 -3.5%
7 GOOGL 0.30% 43,391 $12M $287.56 -$41M -126,000 -74.4%
8 HLT 0.11% 15,341 $5M $304.08 -$151M -527,272 -97.2%
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