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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 COMMUNICATIONS23.35%Reduce -1.2%1,189,663$865.55M$727.5652w: $572.46 - $825.62; reported $727.56
2TDGTRANSDIGM GROUP INC22.34%Add +5.6%1,326,182$828.29M$624.5752w: $453.76 - $688.03; reported $624.57
3GOOGLALPHABET INC - CL A20.62%Reduce -10.6%285,876$764.3M$2673.5252w: $71.66 - $146.25; reported $2673.52
4METAFACEBOOK INC17.72%Reduce -13.4%1,936,038$657.07M$339.3952w: $244.61 - $384.33; reported $339.39
5MSFTMICROSOFT CORP13.08%Add +108.9%1,720,176$484.95M$281.9252w: $199.62 - $305.84; reported $281.92
6MAMASTERCARD INC CL A1.65%-176,249$61.28M$347.6852w: $281.20 - $401.50; reported $347.68
7MCOMOODYS CORP1.18%Reduce -46.1%123,310$43.79M$355.1152w: $253.17 - $388.81; reported $355.11
8VVISA INC CL A0.05%-8,514$1.9M$222.6952w: $179.23 - $252.67; reported $222.69