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 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON.COM INC | 30.34% | Add +20.4% | 7,558,253 | $1.66B | $219.57 | |
| 2 | MSFT | MICROSOFT CORP | 24.33% | Reduce -0.4% | 2,569,267 | $1.33B | $517.95 | |
| 3 | TDG | TRANSDIGM GROUP INC | 23.53% | Reduce -0.4% | 976,392 | $1.29B | $1318.02 | |
| 4 | MCO | MOODYS CORP | 8.27% | Reduce -0.4% | 948,735 | $452.05M | $476.48 | |
| 5 | MA | MASTERCARD INC-CLASS A | 6.07% | Reduce -0.4% | 584,086 | $332.23M | $568.81 | |
| 6 | V | VISA INC-CLASS A SHRS | 3.33% | Reduce -0.3% | 533,522 | $182.13M | $341.38 | |
| 7 | HLT | HILTON WORLDWIDE | 2.57% | Reduce -0.4% | 542,613 | $140.78M | $259.44 | |
| 8 | GOOGL | ALPHABET INC-CL A | 1.53% | Reduce -67.1% | 344,391 | $83.72M | $243.10 | |
| 9 | FICO | FAIR ISAAC INC | 0.02% | Reduce -0.5% | 667 | $998.19K | $1496.53 |