Altarock Partners Q4 2020 13F Holdings

Altarock Partners Q4 2020 holdings
TickerName ValueShares↓ Weighting
TDG TRANSDIGM GROUP INCReduce  $634,646
9.0%
1,025,525
-16.3%
26.60%
-3.1%
CHTR CHARTER COMMUNICATIONSReduce  $591,881
-13.5%
894,688
-18.3%
24.81%
-23.1%
GOOGL ALPHABET INC - CL AReduce  $560,698
6.0%
319,916
-11.4%
23.50%
-5.8%
FB FACEBOOK INCNew  $467,6181,711,88219.60%
MCO MOODYS CORPReduce  $66,369
-65.6%
228,668
-65.6%
2.78%
-69.4%
MA MASTERCARD INC CL AReduce  $62,910
-51.9%
176,249
-54.5%
2.64%
-57.3%
V VISA INC CL AReduce  $1,862
9.3%
8,514
-0.0%
0.08%
-2.8%