Investor Details
| Filer Name: | ALTAROCK PARTNERS LP |
|---|---|
| CIK: | 1631014 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $4.94B |
Altarock Partners Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TDG | US | TRANSDIGM GROUP INC | 1,000,604 | $1,268M | 25.65% | -4.5% | - |
| AMZN | US | AMAZON.COM INC | 5,278,320 | $1,158M | 23.42% | -2.3% | - |
| MSFT | US | MICROSOFT CORP | 1,891,641 | $797M | 16.13% | -2.2% | - |
| GOOGL | US | ALPHABET INC-CL A | 3,480,801 | $659M | 13.33% | 4.4% | - |
| MCO | US | MOODY'S CORP | 950,905 | $450M | 9.11% | -10.8% | - |
| MA | US | MASTERCARD INC - A | 586,254 | $309M | 6.24% | -5.4% | - |
| V | US | VISA INC-CLASS A SHARES | 874,912 | $277M | 5.59% | -21.8% | - |
| HLT | US | HILTON WORLDWIDE HOLDINGS IN | 91,328 | $23M | 0.46% | 100.0% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 6,025 | $2M | 0.04% | - | - |
| FICO | US | FAIR ISAAC CORP | 670 | $1M | 0.03% | -98.1% | - |