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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 2026-05-07 from SEC 13F data.

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

1AMZNAMAZON.COM INC33.10%Reduce -3.2%7,314,534$1.69B$230.8252w: $161.38 - $258.60; reported $230.82
2TDGTRANSDIGM GROUP INC25.28%Reduce -0.7%969,400$1.29B$1329.8552w: $1183.60 - $1623.83; reported $1329.85
3MSFTMICROSOFT CORP19.75%Reduce -18.9%2,082,357$1.01B$483.6252w: $344.79 - $555.45; reported $483.62
4MCOMOODYS CORP8.16%Reduce -14.2%814,503$416.09M$510.8552w: $378.71 - $531.93; reported $510.85
5MAMASTERCARD INC-CLASS A6.07%Reduce -7.2%541,836$309.32M$570.8852w: $465.59 - $601.77; reported $570.88
6VVISA INC-CLASS A SHRS3.55%Reduce -3.2%516,677$181.2M$350.7152w: $299.00 - $375.51; reported $350.71
7HLTHILTON WORLDWIDE3.06%-542,613$155.87M$287.2552w: $196.04 - $294.92; reported $287.25
8GOOGLALPHABET INC-CL A1.04%Reduce -50.8%169,391$53.02M$313.0052w: $140.53 - $328.83; reported $313.00
9FICOFAIR ISAAC INC-Sold0$0No quoteNo quote