AltaRock Partners Mark Massey
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $4.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
TDG
|
Transdigm Group Incorporated | 1.3B 27.92% | 1.2M | -72.5K ↓5.53% | |
|
MSFT
|
Microsoft Corporation | 748.6M 16.69% | 2.0M | -220.8K ↓9.98% | |
|
GOOGL
|
Alphabet Inc - Class A | 678.9M 15.14% | 4.9M | -399.4K ↓7.59% | |
|
AMZN
|
Amazon.com Inc. | 673.8M 15.02% | 4.4M | -165.6K ↓3.60% | |
|
V
|
Visa Inc - Class A | 475.7M 10.61% | 1.8M | -250.9K ↓12.07% | |
|
MCO
|
Moody`s Corp. | 316.6M 7.06% | 810.6K | +466.2K ↑135.35% | |
|
CHTR
|
Charter Communications Inc. - Class A | 223.0M 4.97% | 573.8K | +76.1K ↑15.28% | |
|
MA
|
Mastercard Incorporated - Class A | 114.7M 2.55% | 269.0K | -11.5K ↓4.09% |