1y return−4.7%S&P 500 +20.9%
3y return+48.0%S&P 500 +68.5%
5y return+49.3%S&P 500 +74.5%
10y return+427.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $528 against $357 in the S&P 500.2
Altarock Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon.com Inc | $1.4B | 32.2% | −24.3% |
| TDGTransdigm Group Inc | $1.2B | 27.5% | −3.7% |
| MSFTMicrosoft Corp | $870.8M | 20.5% | +25.0% |
| MAMastercard Inc-class A | $392.7M | 9.3% | +46.2% |
| VVisa Inc-class A Shrs | $287.0M | 6.8% | +67.7% |
| MCOMoodys Corp | $137.1M | 3.2% | −64.9% |
| GOOGLAlphabet Inc-cl A | $15.0M | 0.4% | −3.2% |
| HLTHilton Worldwide | $5.0M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc-cl A | June 30, 2020 | +404.0% | $15.0M |
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $1.2B |
| VVisa Inc-class A Shrs | June 30, 2020 | +77.6% | $287.0M |
| MAMastercard Inc-class A | June 30, 2020 | +73.7% | $392.7M |
| MCOMoodys Corp | June 30, 2020 | +64.9% | $137.1M |
| AMZNAmazon.com Inc | March 31, 2022 | +46.2% | $1.4B |
| MSFTMicrosoft Corp | June 30, 2021 | +37.7% | $870.8M |
| HLTHilton Worldwide | December 31, 2024 | +33.7% | $5.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −13.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | −1.9% | +7.8% |
| June 30, 2025 | +14.7% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +3.0% | +5.4% |
| June 30, 2024 | +5.9% | +4.0% |
| March 31, 2024 | +12.0% | +10.0% |
| December 31, 2023 | +14.7% | +11.2% |
| September 30, 2023 | −1.7% | −3.6% |
| June 30, 2023 | +17.6% | +8.3% |
| March 31, 2023 | +16.7% | +7.0% |
| December 31, 2022 | +4.1% | +7.1% |
| September 30, 2022 | −8.9% | −5.3% |
| June 30, 2022 | −19.3% | −16.5% |
| March 31, 2022 | −7.0% | −4.9% |
| December 31, 2021 | +2.3% | +10.7% |
| September 30, 2021 | +1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Altarock Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1631014&type=13F-HR&dateb=&owner=include&count=40CIK 1631014
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1631014/000110465926097527/Filed August 17, 2026 · accession 0001104659-26-097527