Altarock Partners - Q4 2021 holdings

$3.79 Billion is the total value of Altarock Partners's 8 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .

 Value Shares↓ Weighting
CHTR BuyCHARTER COMMUNICATIONS$879,819,000
+1.6%
1,349,477
+13.4%
23.19%
-0.7%
TDG BuyTRANSDIGM GROUP INC$859,649,000
+3.8%
1,351,054
+1.9%
22.66%
+1.4%
GOOGL BuyALPHABET INC - CL A$835,437,000
+9.3%
288,376
+0.9%
22.02%
+6.8%
MSFT  MICROSOFT CORP$578,530,000
+19.3%
1,720,1760.0%15.25%
+16.6%
V BuyVISA INC CL A$324,220,000
+17000.2%
1,496,102
+17472.3%
8.54%
+16654.9%
FB SellFACEBOOK INC$177,993,000
-72.9%
529,189
-72.7%
4.69%
-73.5%
MA BuyMASTERCARD INC CL A$90,279,000
+47.3%
251,249
+42.6%
2.38%
+43.9%
MCO  MOODYS CORP$48,162,000
+10.0%
123,3100.0%1.27%
+7.5%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-14
Signatures

The EDGAR filing(s) were signed by:

About Altarock Partners

Altarock Partners is a private investment firm that specializes in the energy sector. The company was founded in 2010 by CEO Andrew Zweber and COO David Danielson, both of whom have extensive experience in the energy industry. The firm's Chief Investment Officer is Michael Skelly, who previously served as the CEO of Clean Line Energy Partners.

Altarock Partners focuses on investing in companies that are involved in the development and deployment of clean energy technologies. The firm's portfolio includes companies that are working on a range of innovative solutions, including advanced battery storage, renewable energy generation, and energy efficiency technologies.

One of the key strengths of Altarock Partners is its team of experienced professionals. The firm's leadership has a deep understanding of the energy industry and a proven track record of success. This expertise allows Altarock Partners to identify promising investment opportunities and provide valuable support to the companies in its portfolio.

Overall, Altarock Partners is a well-respected investment firm that is making a significant impact in the energy sector. Its focus on clean energy technologies is particularly noteworthy, as these solutions are becoming increasingly important in the fight against climate change. Investors who are interested in the energy sector may want to consider Altarock Partners as a potential investment opportunity.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TRANSDIGM GROUP INC34Q1 202332.3%
MOODYS CORP34Q1 202322.4%
MASTERCARD INCORPORATED CL A34Q1 202318.5%
VISA INC COM CL A34Q1 202314.2%
CHARTER COMMUNICATIONS INC NEW CL A28Q1 202338.6%
ALPHABET INC - CL A14Q1 202326.2%
LIBERTY GLOBAL INC-SERIES C10Q1 201720.0%
MICROSOFT CORP8Q1 202321.7%
O'REILLY AUTO PARTS7Q4 201912.7%
WABTEC7Q1 201810.9%

View Altarock Partners's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-05-16
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-11-15
13F-HR2021-08-13
13F-HR2021-05-14
13F-HR2021-02-16

View Altarock Partners's complete filings history.

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