13F filing recap · Q1 2024
What did AltaRock Partners buy in Q1 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.65B
Positions
8
Estimated turnover
8.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Reduced positions
TDGTransdigm Group Incorporated$1.42Breported value-81.2K shares-6.6%AMZNAmazon.com Inc$758.40Mreported value-230.2K shares-5.2%MSFTMicrosoft Corporation$738.02Mreported value-236.5K shares-11.9%GOOGLAlphabet Inc.$646.75Mreported value-574.7K shares-11.8%VVisa Inc.$496.31Mreported value-48.8K shares-2.7%MCOMoody’s Corporation$314.48Mreported value-10.5K shares-1.3%CHTRCharter Communications, Inc.$146.73Mreported value-68.9K shares-12.0%MAMastercard Inc$128.60Mreported value-2.0K shares-0.7%