13F filing recap · Q2 2026

What did AltaRock Partners buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$4.24B

Positions

Estimated turnover

27.5%

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.

Quarter in review

AltaRock Partners trimmed Amazon and added to Microsoft during the quarter. It also substantially increased its Mastercard and Visa positions, while substantially reducing Moody’s. Smaller trims included Transdigm, Alphabet, and Hilton.

Increased positions

MSFTMicrosoft Corporation$870.81Mreported value+466.9K shares+25.0%MAMastercard Inc$392.65Mreported value+241.7K shares+46.2%VVisa Inc.$286.98Mreported value+337.8K shares+67.7%

Reduced positions

AMZNAmazon.com Inc$1.37Breported value-1.84M shares-24.3%TDGTransdigm Group Incorporated$1.17Breported value-33.4K shares-3.7%MCOMoody’s Corporation$137.06Mreported value-559.4K shares-64.9%GOOGLAlphabet Inc.$15.01Mreported value-1.4K shares