Altarock Partners Llc (Mark Massey)
Basic Stats
Market Value
4.48B
Top 10 (%)
100.00%
Portfolio Size
8 (0)
Avg. Holding Period
26 years
Turnover
0.00%
Industry Breakdown
Aircraft Parts & Auxiliary Equipment, Nec
27.93%
Services-prepackaged Software
16.70%
Services-computer Programming, Data Processing, Etc.
15.14%
Retail-catalog & Mail-order Houses
15.03%
Services-business Services, Nec
13.17%
Services-consumer Credit Reporting, Collection Agencies
7.06%
Cable & Other Pay Television Services
4.97%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Transdigm Group Inc | TDG | 1.25B | 27.93% | 1.24M | -5.53% | -72.46K | $1,011.60 | 2.14% |
 Microsoft Corp | MSFT | 748.59M | 16.70% | 1.99M | -9.98% | -220.80K | $376.04 | 0.03% |
 Alphabet Inc Cap Stk Cl A | GOOGL | 678.87M | 15.14% | 4.86M | -7.59% | -399.39K | $139.69 | 0.04% |
 Amazon Com Inc | AMZN | 673.80M | 15.03% | 4.43M | -3.60% | -165.60K | $151.94 | 0.04% |
 Visa Inc Com Cl A | V | 475.70M | 10.61% | 1.83M | -12.07% | -250.87K | $260.35 | 0.12% |
 Moodys Corp | MCO | 316.60M | 7.06% | 810.63K | 135.35% | 466.20K | $390.56 | 0.44% |
 Charter Communications Inc New Cl A | CHTR | 223.01M | 4.97% | 573.76K | 15.28% | 76.06K | $388.68 | 0.39% |
 Mastercard Incorporated Cl A | MA | 114.73M | 2.56% | 268.99K | -4.09% | -11.46K | $426.51 | 0.03% |
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