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Focused investors/AltaRock Partners

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.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
MSFTMICROSOFT CORPAdd +25.0%20.54%2,334,482$870.81M$373.02$349.20 - $466.32(20%)$369.37 -> $373.02
MAMASTERCARD INC-CLASS AAdd +46.2%9.26%764,507$392.65M$513.60$464.52 - $534.21(70%)$491.65 -> $513.60
VVISA INC-CLASS A SHRSAdd +67.7%6.77%836,470$286.98M$343.09$293.89 - $345.80(95%)$298.51 -> $343.09