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

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

1CHTRCHARTER COMMUNICATIONS24.05%Add +16.7%1,204,513$869M$721.4552w: $505.45 - $726.66; reported $721.45
2TDGTRANSDIGM GROUP INC22.51%Add +31.9%1,256,182$813.11M$647.2952w: $405.01 - $688.03; reported $647.29
3GOOGLALPHABET INC - CL A21.62%-319,916$781.17M$2441.7952w: $70.11 - $123.10; reported $2441.79
4METAFACEBOOK INC21.51%Add +2.6%2,235,182$777.2M$347.7152w: $226.90 - $358.14; reported $347.71
5MSFTMICROSOFT CORP6.17%New823,333$223.04M$270.9052w: $196.25 - $271.65; reported $270.90
6MCOMOODYS CORP2.29%-228,668$82.86M$362.3752w: $253.17 - $367.95; reported $362.37
7MAMASTERCARD INC CL A1.78%-176,249$64.35M$365.0952w: $281.20 - $401.50; reported $365.09
8VVISA INC CL A0.06%-8,514$1.99M$233.8552w: $179.23 - $238.48; reported $233.85