13F value (AUM)
$4.2B
AL
Altarock
ALTAROCK PARTNERS LP
$4.2B
13F long value · 2026-Q2Positions8
CategoryValue
Quarters tracked9
● #543 of 581 by 13F value
Size rank 1/10
3 ADD1 TRIM
Snapshot
Altarock's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
8
Top 8 weight
100.0%
Quarters tracked
9
Latest 13F filed
Aug 17, 2026
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 32.2% | $1.4B | 5.7M | +5.3% |
| TDG | TRANSDIGM GROUP INC | 27.5% | $1.2B | 875.8K | -13.0% |
| MSFT | MICROSOFT CORP | 20.5% | $870.8M | 2.3M | +38.0% |
| MA | MASTERCARD INC-CLASS A | 9.3% | $392.7M | 764.5K | +7.4% |
| V | VISA INC-CLASS A SHRS | 6.8% | $287.0M | 836.5K | +4.9% |
| MCO | MOODYS CORP | 3.2% | $137.1M | 302.6K | +1.7% |
| GOOGL | ALPHABET INC-CL A | 0.4% | $15.0M | 42.0K | -3.9% |
| HLT | HILTON WORLDWIDE | 0.1% | $5.0M | 15.2K | +0.6% |
Quarterly changes — 2026-Q2
What Altarock opened, added, trimmed and exited this quarter, largest dollar moves first.
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.