---
title: AltaRock (AltaRock Partners LP) — 13F holdings
canonical: https://sweetvaluelab.com/investors/altarock
cik: 0001631014
quarter: 2026-06-30
filed: 2026-08-17
---
# AltaRock — AltaRock Partners LP

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 17, 2026: 8 positions worth $4.2B. Against the quarter ended Mar 31, 2026: 0 bought, 3 added to, 0 unchanged, 5 reduced, 0 sold. The top five are 96% of the portfolio, the top ten 100%; 8 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| AMZN | AMAZON.COM INC | 5,729,972 | $1.4B | 32.2% | reduced (-24%) |
| TDG | TRANSDIGM GROUP INC | 875,755 | $1.2B | 27.5% | reduced (-4%) |
| MSFT | MICROSOFT CORP | 2,334,482 | $870.8M | 20.5% | added (+25%) |
| MA | MASTERCARD INC-CLASS A | 764,507 | $392.7M | 9.3% | added (+46%) |
| V | VISA INC-CLASS A SHRS | 836,470 | $287.0M | 6.8% | added (+68%) |
| MCO | MOODYS CORP | 302,624 | $137.1M | 3.2% | reduced (-65%) |
| GOOGL | ALPHABET INC-CL A | 41,994 | $15.0M | 0.4% | reduced (-3%) |
| HLT | HILTON WORLDWIDE | 15,202 | $5.0M | 0.1% | reduced (-1%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| AMZN | AMAZON.COM INC | 5,729,972 | 7,567,946 | reduced (-24%) | −$438.1M | $1.4B |
| MCO | MOODYS CORP | 302,624 | 862,036 | reduced (-65%) | −$253.4M | $137.1M |
| MSFT | MICROSOFT CORP | 2,334,482 | 1,867,537 | added (+25%) | +$174.2M | $870.8M |
| MA | MASTERCARD INC-CLASS A | 764,507 | 522,836 | added (+46%) | +$124.1M | $392.7M |
| V | VISA INC-CLASS A SHRS | 836,470 | 498,677 | added (+68%) | +$115.9M | $287.0M |
| TDG | TRANSDIGM GROUP INC | 875,755 | 909,168 | reduced (-4%) | −$44.5M | $1.2B |
| GOOGL | ALPHABET INC-CL A | 41,994 | 43,391 | reduced (-3%) | −$499,245.9 | $15.0M |

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Source: https://sweetvaluelab.com/investors/altarock (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.