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ALTAROCK PARTNERS LP

hedge fundUpdated 24 days ago

Managed by Altarock Partners Llc • Latest filing Q2 2026

Portfolio value
$4.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
31.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$3.7B
Q2 2023$4.2B
Q3 2023$4B
Q4 2023$4.5B
Q1 2024$4.7B
Q2 2024$4.9B
Q3 2024$5.1B
Q4 2024$4.9B
Q1 2025$5B
Q2 2025$5.5B
Q3 2025$5.5B
Q4 2025$5.1B
Q1 2026$4.1B
Q2 2026$4.2B

Top holdings

8 positions as of Q2 2026

View filing
A

AMAZON.COM INC

Value
$1.4B
Shares
5.73M
% Port
32.21%
T
2.TDG

TRANSDIGM GROUP INC

Value
$1.2B
Shares
875.8K
% Port
27.51%
M

MICROSOFT CORP

Value
$870.8M
Shares
2.33M
% Port
20.54%
M
4.MA

MASTERCARD INC-CLASS A

Value
$392.7M
Shares
764.5K
% Port
9.26%
V
5.V

VISA INC-CLASS A SHRS

Value
$287M
Shares
836.5K
% Port
6.77%
M
6.MCO

MOODYS CORP

Value
$137.1M
Shares
302.6K
% Port
3.23%
G

ALPHABET INC-CL A

Value
$15M
Shares
42.0K
% Port
0.35%
H
8.HLT

HILTON WORLDWIDE

Value
$5M
Shares
15.2K
% Port
0.12%

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