Altarock Partners Q2 2022 holdings

$3.24 Billion is the total value of Altarock Partners's 8 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 11.1% .

 Value Shares↓ Weighting
TDG BuyTRANSDIGM GROUP$782,829
-15.5%
1,458,679
+2.6%
24.16%
+2.3%
GOOGL BuyALPHABET INC - CL A$736,873
-20.9%
338,130
+0.9%
22.74%
-4.3%
MSFT BuyMICROSOFT CORP$701,662
-13.6%
2,732,009
+3.7%
21.65%
+4.5%
AMZN BuyAMAZON$325,472
-21.5%
3,064,420
+2308.3%
10.04%
-5.0%
V BuyVISA INC CL A$308,803
-6.9%
1,568,402
+4.8%
9.53%
+12.6%
CHTR SellCHARTER COMMUNICATIONS$272,943
-21.9%
582,551
-9.1%
8.42%
-5.5%
MA SellMASTERCARD INC CL A$78,381
-12.7%
248,449
-1.1%
2.42%
+5.7%
MCO  MOODYS CORP$33,537
-19.4%
123,3100.0%1.04%
-2.5%
FB ExitMETA$0-108,039
-100.0%
-0.61%

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

The EDGAR filing(s) were signed by:

  • Shannon Cabot — Chief Compliance Officer

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EDGAR filings