AltaRock Partners Mark Massey
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $5.5B
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
TDG
|
Transdigm Group Incorporated | 1.5B 27.2% | 980.0K | = | |
AMZN
|
Amazon.com Inc. | 1.4B 25.13% | 6.3M | +1.1M ↑20.63% | |
MSFT
|
Microsoft Corporation | 1.3B 23.41% | 2.6M | = | |
MCO
|
Moody`s Corp. | 477.6M 8.72% | 952.3K | +1.3K ↑0.14% | |
MA
|
Mastercard Incorporated - Class A | 329.4M 6.01% | 586.3K | = | |
V
|
Visa Inc - Class A | 190.1M 3.47% | 535.4K | -315.0K ↓37.04% | |
GOOGL
|
Alphabet Inc - Class A | 184.2M 3.36% | 1.0M | -2.4M ↓69.74% | |
HLT
|
Hilton Worldwide Holdings Inc | 145.0M 2.64% | 544.6K | +270.6K ↑98.79% |