Securities held by Altarock Partners

Securities held by Altarock Partners
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TDG TRANSDIGM GROUP INC282817.50%23.98%32.29%Q4 2014Q3 202128
MCO MOODYS CORP28281.18%15.13%22.42%Q4 2014Q3 202128
MA MASTERCARD INC - CLASS A28281.65%7.51%18.50%Q4 2014Q3 202128
V VISA INC - CLASS A28280.05%3.72%14.17%Q4 2014Q3 202128
CHTR CHARTER COMMUNICATIONS222212.36%25.07%38.63%Q2 2016Q3 202122
LBTYK LIBERTY GLOBAL INC-SER...10106.52%16.51%20.00%Q4 2014Q1 201710
GOOGL ALPHABET INC - CL A8819.06%22.81%26.19%Q4 2019Q3 20218
ORLY O'REILLY AUTO PARTS772.55%8.44%12.65%Q2 2018Q4 20197
WAB WABTEC776.21%8.18%10.92%Q3 2016Q1 20187
PCLN PRICELINE GROUP INC5514.22%19.78%21.52%Q4 2016Q4 20175
CHTR CHARTER COMMUNICATIONS557.51%17.00%21.01%Q1 2015Q1 20165
LILAK LIBERTY LILAC GROUP - C550.32%1.05%2.35%Q3 2015Q3 20165
IBKR INTERACTIVE BROKERS550.05%0.24%0.44%Q2 2015Q2 20165
FB FACEBOOK INC4417.72%20.80%24.38%Q4 2020Q3 20214
BKNG BOOKING HOLDINGS INC3321.69%22.63%24.33%Q1 2018Q3 20183
MSFT MICROSOFT CORP226.17%9.63%13.08%Q2 2021Q3 20212
BRKB BERKSHIRE HATHAWAY CL B118.30%8.30%8.30%Q2 2016Q2 20161
DPZ DOMINOS PIZZA INC115.96%5.96%5.96%Q4 2014Q4 20141

This page lists all the securities that Altarock Partners owns currently or has owned in the past.

The securities at the top of the list , including TRANSDIGM GROUP INC, MOODYS CORP, and MASTERCARD INC - CLASS A, are the highest-conviction holdings of Altarock Partners.

The conviction is calculated by counting the number of times a CUSIP has been reported by Altarock Partners. The higher the number of times a security has been reported the higher the conviction.