$3.65 Billion is the total value of Altarock Partners's 8 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | Sell | TRANSDIGM GROUP INC | $1,019,431,544 | +14.8% | 1,383,124 | -1.9% | 27.92% | +0.1% |
| MSFT | Sell | MICROSOFT CORP | $672,295,131 | +9.5% | 2,331,929 | -8.9% | 18.42% | -4.6% |
| GOOGL | Sell | ALPHABET INC CAP STK CL A | $651,675,115 | +14.9% | 6,282,417 | -2.3% | 17.85% | +0.1% |
| AMZN | Buy | AMAZON COM INC | $605,790,789 | +27.8% | 5,864,951 | +3.9% | 16.59% | +11.4% |
| V | Sell | VISA INC COM CL A | $371,586,037 | +6.8% | 1,648,124 | -1.6% | 10.18% | -6.9% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL A | $142,852,679 | +26.0% | 399,465 | +19.4% | 3.91% | +9.8% |
| MA | Sell | MASTERCARD INCORPORATED CL A | $107,027,879 | +2.3% | 294,510 | -2.2% | 2.93% | -10.9% |
| MCO | MOODYS CORP | $80,034,635 | +9.8% | 261,534 | 0.0% | 2.19% | -4.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
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
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRANSDIGM GROUP INC | 35 | Q2 2023 | 32.3% |
| MOODYS CORP | 35 | Q2 2023 | 22.4% |
| MASTERCARD INCORPORATED CL A | 35 | Q2 2023 | 18.5% |
| VISA INC COM CL A | 35 | Q2 2023 | 14.2% |
| CHARTER COMMUNICATIONS INC NEW CL A | 29 | Q2 2023 | 38.6% |
| ALPHABET INC - CL A | 15 | Q2 2023 | 26.2% |
| LIBERTY GLOBAL INC-SERIES C | 10 | Q1 2017 | 20.0% |
| MICROSOFT CORP | 9 | Q2 2023 | 21.7% |
| O'REILLY AUTO PARTS | 7 | Q4 2019 | 12.7% |
| WABTEC | 7 | Q1 2018 | 10.9% |
View Altarock Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-13 |
View Altarock Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.