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Institutional

ALTAROCK PARTNERS LP

CIK 0001631014
$4.13B
Reported AUM
8
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · ALTAROCK PARTNERS LP · Q1 2026

AI · grounded in 13F

ALTAROCK PARTNERS LP reduced its position in HLT by 97.17%. The fund also trimmed its holdings in GOOGL by 74.38% and MSFT by 10.32%. Conversely, the fund accumulated more shares of AMZN, increasing the position by 3.46%.

Portfolio · Q1 2026

AMZN$1.58BTDG$1.05BMSFT$691.3MMCO$376.1MMA$261.2MVAL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AMZNAMAZON.COM INC$235.663.98%5.54%30.60%$1.58B38.20%HELD
2TDGTRANSDIGM GROUP INC$1249.91-1.16%-14.73%150.47%$1.05B25.54%HELD
3MSFTMICROSOFT CORP$451.1415.52%-24.89%34.54%$691.3M16.75%HELD
4MCOMOODYS CORP$482.26-0.20%-2.79%32.16%$376.1M9.11%HELD
5MAMASTERCARD INC-CLASS A$577.652.54%1.24%67.59%$261.2M6.33%HELD
6VVISA INC-CLASS A SHRS$366.40-0.63%8.37%65.12%$150.7M3.65%HELD
7GOOGLALPHABET INC-CL A$333.62-0.92%76.18%131.67%$12.5M0.30%HELD
8HLTHILTON WORLDWIDE$322.020.09%23.59%161.14%$4.7M0.11%HELD

Source: SEC EDGAR · accession 0001104659-26-062170. 13F discloses long positions only — shorts, foreign equities, and options are excluded.