ALTAROCK PARTNERS LP

CIK 1631014 · View on SEC EDGAR ↗

Portfolio value
$4.2B
#902 of 9,443 by 13F value · top 9.6%
Positions
8
As of
June 30, 2026

Portfolio value QoQ: +2.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
4.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 9.9% Est. buys $414,195,450 · sells $736,484,238

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 80.0% still held

New positions
0
Increased
3
Decreased
5
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+6.9%
S&P 500 total return (same window)
+28.1%
Excess return
-21.2%

Annualized: +4.6% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Retail
32.2%
Industrials
27.5%
Technology
20.5%
Financial Services
19.3%
Communication Services
0.4%
Consumer Discretionary
0.1%

Full portfolio 8 positions

Type Streak 8Q trend
AMZN Amazon.com, Inc. - Common Stock $1,365,681,526 32.21% 5,729,972 $-210,494,587 Down ×1
TDG Transdigm Group Incorporated Common Stock $1,166,540,690 27.51% 875,755 $112,851,345 Down ×4
MSFT Microsoft Corporation - Common Stock $870,808,476 20.54% 2,334,482 $179,502,305 Up ×1
MA Mastercard Incorporated Common Stock $392,650,795 9.26% 764,507 $131,410,559 Up ×1
V Visa Inc. $286,984,492 6.77% 836,470 $136,264,355 Up ×1
MCO Moody's Corporation Common Stock $137,064,462 3.23% 302,624 $-238,998,743 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $15,007,396 0.35% 41,994 $2,529,880 Down ×6
HLT Hilton Worldwide Holdings Inc. Common Stock $5,023,653 0.12% 15,202 $358,762 Down ×2

Top movers (QoQ)

Security Action Shares Δ Value Δ
MCO Trimmed -559K -$239.0M
AMZN Trimmed -1.8M -$210.5M
MSFT Bought more +467K +$179.5M
V Bought more +338K +$136.3M
MA Bought more +242K +$131.4M
TDG Trimmed -33K +$112.9M
GOOGL Trimmed -1K +$2.5M
HLT Trimmed -139 +$359K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CHTR March 31, 2025 6,025 $2,065,189 -58.1%
FICO Dec. 31, 2025 667 $998,186 -32.9%