Altarock Partners Llc (Mark Massey)
Basic Stats
Market Value
5.48B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (0)
Avg. Holding Period
26 years
Turnover
—
Industry Breakdown
Aircraft Parts & Auxiliary Equipment, Nec
27.2%
Retail-catalog & Mail-order Houses
25.1%
Services-prepackaged Software
23.4%
Services-business Services, Nec
9.5%
Services-consumer Credit Reporting, Collection Agencies
8.7%
Services-computer Programming, Data Processing, Etc.
3.4%
Hotels & Motels
2.6%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 TDG | Transdigm Group Inc | 1.49B | 27.2% | 980.0K | — | — | 1.52K | 1.7% |
 AMZN | Amazon.com Inc | 1.38B | 25.1% | 6.3M | 20.6% | 1.1M | 219.00 | 0.1% |
 MSFT | Microsoft Corp | 1.28B | 23.4% | 2.6M | — | — | 497.00 | 0.0% |
 MCO | Moodys Corp | 477.64M | 8.7% | 952.3K | 0.1% | 1.3K | 502.00 | 0.5% |
 MA | Mastercard Inc-class A | 329.44M | 6.0% | 586.3K | — | — | 562.00 | 0.1% |
 V | Visa Inc-class A Shrs | 190.10M | 3.5% | 535.4K | -37.0% | -315.0K | 355.00 | 0.0% |
 GOOGL | Alphabet Inc-cl A | 184.24M | 3.4% | 1.0M | -69.7% | -2.4M | 176.00 | 0.0% |
 HLT | Hilton Worldwide | 145.05M | 2.6% | 544.6K | 98.8% | 270.6K | 266.00 | 0.2% |
 FICO | Fair Isaac Inc | 1.22M | 0.0% | 670.0 | — | — | 1.83K | 0.0% |