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Altarock Partners: 13F holdings, Q2 2026

Concentrated value · SEC EDGAR filings (CIK 0001631014) · Explore on the interactive board

Altarock Partners disclosed 8 US equity positions worth $4.2bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 17, 2026). Its largest position is AMZN at 32.2% of the reported book, followed by TDG, MSFT. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 3, reduced 5 and exited 0.

$4.2bnreported US equity book
8positions
32.2%largest position
100.0%top 10 weight
4.24effective positions (1/HHI)
47quarters on file since Q4 2014

What does Altarock Partners own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 3 added, 5 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 AMZN AMAZON.COM INC Consumer Cyclical 32.2%$1.4bn5,729,972 -24% reduced
2 TDG TRANSDIGM GROUP INC Industrials 27.5%$1.2bn875,755 -4% reduced
3 MSFT MICROSOFT CORP Technology 20.5%$870.8m2,334,482 25% added
4 MA MASTERCARD INC-CLASS A Financial Services 9.3%$392.7m764,507 46% added
5 V VISA INC-CLASS A SHRS Financial Services 6.8%$287.0m836,470 68% added
6 MCO MOODYS CORP Financial Services 3.2%$137.1m302,624 -65% reduced
7 GOOGL ALPHABET INC-CL A Communication Services 0.4%$15.0m41,994 -3% reduced
8 HLT HILTON WORLDWIDE Consumer Cyclical 0.1%$5.0m15,202 -1% reduced

Sector mix

SectorWeight
Consumer Cyclical32.3%
Industrials27.5%
Technology20.5%
Financial Services19.3%
Communication Services0.4%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20268$4.2bn
Q1 20268$4.1bn
Q4 20258$5.1bn
Q3 20259$5.5bn
Q2 20259$5.5bn
Q1 20259$5.0bn
Q4 202410$4.9bn
Q3 20249$5.1bn
Q2 20249$4.9bn
Q1 20248$4.7bn
Q4 20238$4.5bn
Q3 20238$4.0bn
Q2 20238$4.2bn
Q1 20238$3.7bn
Q4 20228$3.2bn
Q3 20228$3.1bn

Earliest filing: Q4 2014 · 47 quarters on file

How concentrated is Altarock Partners's portfolio?

Across every quarter Altarock Partners has filed, its median largest position is 27.7% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 13 completed holding spells, the median lasted 5.0 quarters; 8 positions are still open and their final length is unknown.