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Altarock Partners

Altarock Partners, LLC

Period:  Q3, 2025
Filed Date:  Nov 14, 2025
Reported Date:  Sep 30, 2025
No. of Stocks:  9
Portfolio Value:  5.47B
SEC Reference
Holding
Activity
StockActivityShare Change% Change to protfolio
Q3 2025
Alphabet inc-cl a
Reduced 67.06%34439167.057
Amazon.com inc
Add 20.43%75582535.169
Fair isaac inc
Reduced 0.45%6670.448
Hilton worldwide
Reduced 0.36%5426130.364
Mastercard inc-class a
Reduced 0.37%5840860.370
Microsoft corp
Reduced 0.36%25692670.364
Moodys corp
Reduced 0.37%9487350.370
Transdigm group inc
Reduced 0.36%9763920.363
Visa inc-class a shrs
Reduced 0.35%5335220.353
Q2 2025

GOOGL - Alphabet inc

Reduced 69.74%104542969.736

AMZN - Amazon.com inc

Add 20.63%62759067.067

HLT - Hilton worldwide holdings inc

Add 98.79%5445961.510

MCO - Moody's corp

Add 0.14%9522540.636

V - Visa inc

Reduced 37.04%53541237.041
Q1 2025

GOOGL - Alphabet inc

Reduced 0.76%34543670.759

AMZN - Amazon.com inc

Reduced 1.44%52024151.438

HLT - Hilton worldwide holdings inc

Add 199.97%2739570.800

MSFT - Microsoft corp

Add 36.32%25786493.432

TDG - Transdigm group inc

Reduced 2.06%9799502.064

V - Visa inc

Reduced 2.80%8504122.800

CHTR - Charter communications inc

Sold 100%60250.042
Q4 2024

GOOGL - Alphabet inc

Add 4.41%34808012.144

AMZN - Amazon.com inc

Reduced 2.30%52783202.295

FICO - Fair isaac corp

Reduced 98.07%67098.066

HLT - Hilton worldwide holdings inc

Buy913280.457

MA - Mastercard inc

Reduced 5.45%5862545.448

MSFT - Microsoft corp

Reduced 2.23%18916412.231

MCO - Moody's corp

Reduced 10.85%95090510.849

TDG - Transdigm group inc

Reduced 4.55%10006044.547

V - Visa inc

Reduced 21.77%87491221.770
Q3 2024

GOOGL - Alphabet inc

Reduced 16.70%333390516.696

AMZN - Amazon.com inc

Add 30.82%54023204.108

MA - Mastercard inc

Add 132.19%6200333.710

MCO - Moody's corp

Reduced 1.88%10666191.882

TDG - Transdigm group inc

Reduced 2.33%10482642.329

V - Visa inc

Reduced 37.11%111838337.112
Q2 2024

GOOGL - Alphabet inc

Reduced 6.60%40021106.604

AMZN - Amazon.com inc

Reduced 1.78%41294601.784

CHTR - Charter communications inc

Reduced 98.81%602598.807

FICO - Fair isaac corp

Buy346521.062

MSFT - Microsoft corp

Add 10.30%19348162.609

MCO - Moody's corp

Add 35.86%10870802.945

TDG - Transdigm group inc

Reduced 7.19%10732647.189
Q1 2024

GOOGL - Alphabet inc

Reduced 11.83%428511011.826

AMZN - Amazon.com inc

Reduced 5.19%42044605.190

CHTR - Charter communications inc

Reduced 12.01%50486812.007

MA - Mastercard inc

Reduced 0.73%2670330.729

MSFT - Microsoft corp

Reduced 11.88%175418611.882

MCO - Moody's corp

Reduced 1.30%8001351.295

TDG - Transdigm group inc

Reduced 6.56%11563986.563

V - Visa inc

Reduced 2.67%17783832.669
Q4 2023

GOOGL - Alphabet inc

Reduced 7.59%48598307.594

AMZN - Amazon.com inc

Reduced 3.60%44346343.600

CHTR - Charter communications inc

Add 15.28%5737600.092

MA - Mastercard inc

Reduced 4.09%2689944.085

MSFT - Microsoft corp

Reduced 9.98%19907149.984

MCO - Moody's corp

Add 135.35%8106354.633

TDG - Transdigm group inc

Reduced 5.53%12376225.531

V - Visa inc

Reduced 12.07%182715312.072
Q3 2023

GOOGL - Alphabet inc

Reduced 8.32%52592228.322

AMZN - Amazon.com inc

Reduced 9.92%46002349.919

CHTR - Charter communications inc

Add 24.59%4977021.807

MA - Mastercard inc

Reduced 4.77%2804514.774

MSFT - Microsoft corp

Reduced 2.66%22115122.664

MCO - Moody's corp

Add 31.70%3444340.450

TDG - Transdigm group inc

Reduced 3.49%13100863.492

V - Visa inc

Add 4.88%20780200.187