Investor
ALTAROCK PARTNERS LP
CIK 0001631014 · filed 2026-05-15 · SEC filing
13F book
$4.13B
Positions
8
Largest name
38.2%
Amazon Com Inc · AMZN
Est. mark
−$655.2M
Price effect on 8 names still held. Flow −$318.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 7.57M | $1.58B | 38.2% | −$164.9M | Added−$112.2M |
| Transdigm Group Inc | TDG | 909.2K | $1.05B | 25.5% | −$155.4M | Cut−$235.5M |
| Microsoft Corp | MSFT | 1.87M | $691.3M | 16.8% | −$211.9M | Cut−$315.8M |
| Moodys Corp | — | 862K | $376.1M | 9.1% | −$60.8M | Added−$40M |
| Mastercard Inc | MA | 522.8K | $261.2M | 6.3% | −$37.2M | Cut−$48.1M |
| Visa Inc. | V | 498.7K | $150.7M | 3.7% | −$24.2M | Cut−$30.5M |
| Alphabet Inc | — | 43.4K | $12.5M | 0.3% | −$1.1M | Cut−$40.5M |
| Hilton Worldwide Hldgs Inc | — | 15.3K | $4.66M | 0.1% | $258.2K | Cut−$151.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.