Altarock Partners LP holds a concentrated book of 8 stocks worth $4.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Transdigm Group Inc. Their largest long position is Amazon.com Inc at 38% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631014/holdings"
Use Arkolith to show ALTAROCK PARTNERS LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon.com Inc COMM | $1.6B | 7.57M | 38.2% | ▲+3.5% Added · +253K sh | |
| 2 | Transdigm Group Inc COMM | $1.1B | 909.2K | 25.5% | ▼−6.2% Reduced · −60K sh | |
| 3 | Microsoft Corp COMM | $691.3M | 1.87M | 16.8% | ▼−10% Reduced · −215K sh | |
| 4 | Moodys Corp COMM | $376.1M | 862.0K | 9.1% | ▲+5.8% Added · +48K sh | |
| 5 | Mastercard Inc-Class A COMM | $261.2M | 522.8K | 6.3% | ▼−3.5% Reduced · −19K sh | |
| 6 | Visa Inc-Class A SHRS COMM | $150.7M | 498.7K | 3.7% | ▼−3.5% Reduced · −18K sh | |
| 7 | Alphabet Inc-CL A COMM | $12.5M | 43.4K | 0.3% | ▼−74% Reduced · −126K sh | |
| 8 | Hilton Worldwide COMM | $4.7M | 15.3K | 0.1% | ▼−97% Reduced · −527K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 8 | $4.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 8 | $5.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 9 | $5.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 9 | $5.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 9 | $5.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 10 | $4.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 9 | $5.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 9 | $4.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 21, 2024 | 8 | $4.7B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 8 | $4.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 8 | $4.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 8 | $4.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 8 | $3.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 8 | $3.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 8 | $3.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 8 | $3.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 9 | $3.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 8 | $3.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 8 | $3.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 8 | $3.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 7 | $2.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 7 | $2.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 6 | $2.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.