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SEC filer: ALTAROCK PARTNERS LP · quarter ending 2026-06-30 · filed 2026-08-17 · $4.24B across 8 reported positions
| MOODYS CORP | TRIMMED | 862,036 → 302,624 sh | $239.0M |
| MSFT | ADDED | 1,867,537 → 2,334,482 sh | $179.5M |
| VISA INC-CLASS A SHRS | ADDED | 498,677 → 836,470 sh | $136.3M |
| MASTERCARD INC-CLASS A | ADDED | 522,836 → 764,507 sh | $131.4M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INCno ticker match — as filed | 32.2% | $1.37B | 5,729,972 | SHARES |
| 2 | TDGTRANSDIGM GROUP INC | 27.5% | $1.17B | 875,755 | SHARES |
| 3 | MSFTMICROSOFT CORP | 20.5% | $870.8M | 2,334,482 | SHARES |
| 4 | MASTERCARD INC-CLASS Ano ticker match — as filed | 9.3% | $392.7M | 764,507 | SHARES |
| 5 | VISA INC-CLASS A SHRSno ticker match — as filed | 6.8% | $287.0M | 836,470 | SHARES |
| 6 | MOODYS CORPno ticker match — as filed | 3.2% | $137.1M | 302,624 | SHARES |
| 7 | ALPHABET INC-CL Ano ticker match — as filed | 0.4% | $15.0M | 41,994 |
| SHARES |
| 8 | HILTON WORLDWIDEno ticker match — as filed | 0.1% | $5.0M | 15,202 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.