AltaRock Partners
As of Q2 2026, AltaRock Partners reported 8 long-equity positions worth $4.24B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.60%
- 1-year
- +0.27%
- 3-year
- +56.65%
- 5-year
- +48.54%
- 3-year vs S&P 500
- -15.78%
- 5-year vs S&P 500
- -24.74%
- 5-year top 5
- +43.44%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Add +25.0% | 20.54% | 2,334,482 | $870.81M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| MA | MASTERCARD INC-CLASS A | Add +46.2% | 9.26% | 764,507 | $392.65M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| V | VISA INC-CLASS A SHRS | Add +67.7% | 6.77% | 836,470 | $286.98M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |