ALTAROCK PARTNERS LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VISA INC-CLASS A SHRS(V) | 516,677 | 498,677 | -18,000 | 181,203,791 | 150,720,137 | 3.65% | -30,483,654 |
| MOODYS CORP(MCO) | 814,503 | 862,036 | +47,533 | 416,088,858 | 376,063,205 | 9.11% | -40,025,653 |
| ALPHABET INC-CL A(GOOG) | 169,391 | 43,391 | -126,000 | 53,019,383 | 12,477,516 | 0.30% | -40,541,867 |
| MASTERCARD INC-CLASS A(MA) | 541,836 | 522,836 | -19,000 | 309,323,336 | 261,240,236 | 6.33% | -48,083,100 |
| AMAZON.COM INC(AMZN) | 7,314,534 | 7,567,946 | +253,412 | 1,688,340,738 | 1,576,176,113 | 38.20% | -112,164,625 |
| HILTON WORLDWIDE(HLT) | 542,613 | 15,341 | -527,272 | 155,865,584 | 4,664,891 | 0.11% | -151,200,693 |
| TRANSDIGM GROUP INC(TDG) | 969,400 | 909,168 | -60,232 | 1,289,156,590 | 1,053,689,345 | 25.54% | -235,467,245 |
| MICROSOFT CORP(MSFT) | 2,082,357 | 1,867,537 | -214,820 | 1,007,069,492 | 691,306,171 | 16.75% | -315,763,321 |