ALTAROCK PARTNERS LP
CIK: 0001631014SEC EDGAR →
Portfolio Value
$5.1B
Holdings
8
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 7,314,534 | $1.7B | 33.10% |
| 2 | TRANSDIGM GROUP INC | 969,400 | $1.3B | 25.28% |
| 3 | MICROSOFT CORP | 2,082,357 | $1.0B | 19.75% |
| 4 | MOODYS CORP | 814,503 | $416.1M | 8.16% |
| 5 | MASTERCARD INC-CLASS A | 541,836 | $309.3M | 6.07% |
| 6 | VISA INC-CLASS A SHRS | 516,677 | $181.2M | 3.55% |
| 7 | HILTON WORLDWIDE | 542,613 | $155.9M | 3.06% |
| 8 | ALPHABET INC-CL A | 169,391 | $53.0M | 1.04% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 2 | $1.8B | 36.2% |
| Unknown | 1 | $1.3B | 25.3% |
| Technology | 1 | $1.0B | 19.7% |
| Financial Services | 3 | $906.6M | 17.8% |
| Communication Services | 1 | $53.0M | 1.0% |