Altarock Partners - Q2 2024 holdings

$4.86 Billion is the total value of Altarock Partners's 9 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.5% .

 Value Shares↓ Weighting
TDG SellTRANSDIGM GROUP INC$1,371,212,819
-3.7%
1,073,264
-7.2%
28.22%
-7.8%
MSFT BuyMICROSOFT CORP$864,766,011
+17.2%
1,934,816
+10.3%
17.80%
+12.2%
AMZN SellAMAZON.COM INC$798,018,145
+5.2%
4,129,460
-1.8%
16.42%
+0.8%
GOOGL SellALPHABET INC-CL A$728,984,337
+12.7%
4,002,110
-6.6%
15.00%
+8.0%
V  VISA INC-CLASS A SHRS$466,772,186
-6.0%
1,778,3830.0%9.61%
-9.9%
MCO BuyMOODYS CORP$457,584,584
+45.5%
1,087,080
+35.9%
9.42%
+39.4%
MA  MASTERCARD INC-CLASS A$117,804,278
-8.4%
267,0330.0%2.42%
-12.2%
FICO NewFAIR ISAAC INC$51,585,04634,652
+100.0%
1.06%
CHTR SellCHARTER COMMUNICATIONS INC-A$1,801,234
-98.8%
6,025
-98.8%
0.04%
-98.8%
Original filings

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

  • View 13F-HR filed 2024-08-14
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 INC39Q2 202432.3%
MOODYS CORP39Q2 202422.4%
MASTERCARD INCORPORATED CL A39Q2 202418.5%
VISA INC COM CL A39Q2 202414.2%
CHARTER COMMUNICATIONS INC NEW CL A33Q2 202438.6%
ALPHABET INC-CL A19Q2 202426.2%
MICROSOFT CORP13Q2 202421.7%
LIBERTY GLOBAL INC-SERIES C10Q1 201720.0%
AMAZON.COM INC10Q2 202416.6%
O'REILLY AUTO PARTS7Q4 201912.7%

View Altarock Partners's complete holdings history.

Latest filings
TypeFiled
N-PX2024-09-03
13F-HR2024-08-14
13F-HR/A2024-05-21
13F-HR2024-05-15
13F-HR2024-02-15
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-16
13F-HR2023-02-13
13F-HR2022-11-14

View Altarock Partners's complete filings history.

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