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Focused investors/AltaRock Partners

AltaRock Partners

As of Q1 2026, AltaRock Partners reported 8 long-equity positions worth $4.13B in aggregate.

Copy-investor backtest

Latest quarter
+8.76%
1-year
+3.45%
3-year
+63.80%
3-year top 5
+58.37%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.

1TDGTRANSDIGM GROUP24.16%Add +2.6%1,458,679$782.83M$536.6752w: $500.08 - $686.06; reported $536.67
2GOOGLALPHABET INC - CL A22.74%Add +0.9%338,130$736.87M$2179.2652w: $101.88 - $151.55; reported $2179.26
3MSFTMICROSOFT CORP21.65%Add +3.7%2,732,009$701.66M$256.8352w: $241.51 - $349.67; reported $256.83
4AMZNAMAZON10.04%Add +20.4%20:1 split3,064,420$325.47M$106.2152w: $101.26 - $188.65; reported $106.21
5VVISA INC CL A9.53%Add +4.8%1,568,402$308.8M$196.8952w: $185.91 - $252.67; reported $196.89
6CHTRCHARTER COMMUNICATIONS8.42%Reduce -9.1%582,551$272.94M$468.5352w: $407.75 - $825.62; reported $468.53
7MAMASTERCARD INC CL A2.42%Reduce -1.1%248,449$78.38M$315.4852w: $303.65 - $399.92; reported $315.48
8MCOMOODYS CORP1.03%-123,310$33.54M$271.9752w: $251.01 - $407.94; reported $271.97
9METAMETA-Sold0$0No quoteNo quote