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ALTAROCK PARTNERS LP (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $4,126,337,614 · 8 positions · top-10 100.0% · SEC filing history →

13FScore 65/100 — cloning their disclosed top holdings over ~4.7y returned +10%/yr vs S&P +10%/yr (alpha +0%/yr), ahead of the market in 58% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$AMZN · AMAZON.COM INC38.2%+52% Q1 '22Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$TDG · TRANSDIGM GROUP INC25.5%+98% ≥Q2 '21TransDigm designs and manufactures proprietary, highly engineered aircraft components for commercial and military aerospace markets, generating significant aftermarket parts revenue.S&P
$MSFT · MICROSOFT CORP16.8%+45% Q2 '21Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →
$DUT · MOODYS CORP9.1%Moody's provides credit ratings, research, and risk analytics, operating Moody's Investors Service for debt ratings and Moody's Analytics for financial data, software, and risk-assessment tools.
$MA · MASTERCARD INC-CLASS A6.3%+48% ≥Q2 '21Mastercard operates a global payments technology network that processes electronic transactions between financial institutions, merchants, cardholders, and businesses, and provides related value-added services.S&P
$V · VISA INC-CLASS A SHRS3.7%+53% ≥Q2 '21Global payment card networkS&PBitget →
$GOOGL · ALPHABET INC-CL A0.3%+183% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$HLT · HILTON WORLDWIDE0.1%+30% Q4 '24A global hospitality company that franchises, manages and owns hotels and resorts across a portfolio of brands including Hilton, Waldorf Astoria, Hampton and DoubleTree.S&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker