AltaRock Partners Mark Massey

Top positions activity

Value History

Quarterly report: Q2 2024

Total portfolio value: $4.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
TDG
Transdigm Group Incorporated 1.4B 28.22% 1.1M -83.1K ↓7.19%
MSFT
Microsoft Corporation 864.8M 17.79% 1.9M +180.6K ↑10.30%
AMZN
Amazon.com Inc. 798.0M 16.42% 4.1M -75.0K ↓1.78%
GOOGL
Alphabet Inc - Class A 729.0M 15% 4.0M -283.0K ↓6.60%
V
Visa Inc - Class A 466.8M 9.6% 1.8M =
MCO
Moody`s Corp. 457.6M 9.41% 1.1M +286.9K ↑35.86%
MA
Mastercard Incorporated - Class A 117.8M 2.42% 267.0K =
FICO
Fair, Isaac Corp. 51.6M 1.06% 34.7K +34.7K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
CHTR
Charter Communications Inc. - Class A 146.7M 3.15% 504.9K Sold Out