Mark Massey Holdings Activity

AltaRock Partners Portfolio 13F

AltaRock Partners has disclosed a total of 8 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 5 position(s).

What stocks is Mark Massey buying now?

In the recent quarter Mark Massey has purchased 3 securities: (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +24.59%), (MCO) MOODY'S CORP (added shares +31.7%) and (V) VISA INC-CLASS A SHARES (added shares +4.88%).

What does Mark Massey invest in?

Mark Massey's top 5 holdings (by % of portfolio) are (TDG) TRANSDIGM GROUP INC (27.67%), (MSFT) MICROSOFT CORP (17.49%), (GOOGL) ALPHABET INC-CL A (17.24%), (AMZN) AMAZONCOM INC (14.65%) and (V) VISA INC-CLASS A SHARES (11.97%).

In the latest report(s) the following changes have been made to the top investments: (TDG) TRANSDIGM GROUP INC (reduced shares -3.49%), (MSFT) MICROSOFT CORP (reduced shares -2.66%), (GOOGL) ALPHABET INC-CL A (reduced shares -8.32%), (AMZN) AMAZONCOM INC (reduced shares -9.92%) and (V) VISA INC-CLASS A SHARES (added shares +4.88%).

2023 Q3 (8 results)
MCO
+31.70%
+82,900
+0.66%
$316.17
15.43% $364.96
2.73%
CHTR
+24.59%
+98,237
+1.08%
$439.82
9.02% $400.13
5.48%
V
+4.88%
+96,744
+0.56%
$230.01
11.60% $256.68
11.97%
MSFT
-2.66%
-60,529
-0.48%
$315.75
20.00% $378.91
17.49%
TDG
-3.49%
-47,405
-1.00%
$843.13
14.20% $962.87
27.67%
MA
-4.77%
-14,059
-0.14%
$395.91
4.53% $413.83
2.78%
GOOGL
-8.32%
-477,378
-1.56%
$130.86
1.28% $132.53
17.24%
AMZN
-9.92%
-506,547
-1.61%
$127.12
14.92% $146.09
14.65%
2023 Q2 (5 results)
V
+20.21%
+333,152
+1.90%
$237.48
8.08% $256.68
11.30%
TDG
-1.85%
-25,633
-0.55%
$894.17
7.68% $962.87
29.15%
MSFT
-2.57%
-59,888
-0.49%
$340.54
11.27% $378.91
18.58%
GOOGL
-8.69%
-545,817
-1.57%
$119.70
10.72% $132.53
16.49%
AMZN
-12.93%
-758,170
-2.37%
$130.36
12.07% $146.09
15.99%
2023 Q1 (7 results)
CHTR
+19.43%
+65,000
+0.64%
$357.61
11.89% $400.13
3.91%
AMZN
+3.91%
+220,581
+0.62%
$103.29
41.44% $146.09
16.59%
V
-1.55%
-26,000
-0.16%
$225.46
13.85% $256.68
10.18%
TDG
-1.89%
-26,600
-0.54%
$737.05
30.64% $962.87
27.92%
MA
-2.16%
-6,500
-0.06%
$363.41
13.87% $413.83
2.93%
GOOGL
-2.30%
-148,000
-0.42%
$103.73
27.76% $132.53
17.85%
MSFT
-8.91%
-228,200
-1.80%
$288.30
31.43% $378.91
18.42%
2022 Q4 (8 results)
AMZN
+71.35%
+2,350,336
+6.20%
$84.00
73.92% $146.09
14.90%
MCO
+3.53%
+8,926
+0.08%
$278.62
30.99% $364.96
2.29%
CHTR
-3.17%
-10,940
-0.12%
$339.10
18.00% $400.13
3.56%
V
-3.46%
-59,981
-0.39%
$207.76
23.55% $256.68
10.93%
TDG
-6.17%
-92,655
-1.83%
$629.65
52.92% $962.87
27.90%
GOOGL
-8.18%
-573,183
-1.59%
$88.23
50.21% $132.53
17.83%
MA
-8.27%
-27,153
-0.30%
$347.73
19.01% $413.83
3.29%
MSFT
-9.17%
-258,380
-1.95%
$239.82
58.00% $378.91
19.30%
2022 Q3 (8 results)
MCO
+104.86%
+129,298
+1.03%
$243.11
50.12% $364.96
2.01%
MA
+32.08%
+79,714
+0.74%
$284.34
45.54% $413.83
3.05%
V
+10.57%
+165,703
+0.96%
$177.65
44.49% $256.68
10.09%
AMZN
+7.49%
+229,614
+0.85%
$113.00
29.28% $146.09
12.19%
GOOGL
+3.56%
+241,000
+0.75%
$95.65
38.56% $132.53
21.93%
MSFT
+3.17%
+86,500
+0.66%
$232.90
62.69% $378.91
21.49%
TDG
+3.00%
+43,700
+0.75%
$524.82
83.47% $962.87
25.81%
CHTR
-40.71%
-237,146
-2.36%
$303.35
31.90% $400.13
3.43%
2022 Q2 (8 results)
AMZN
+20.41%
+519,500
+1.70%
$106.21
37.55% $146.09
10.04%
V
+4.83%
+72,300
+0.44%
$196.89
30.37% $256.68
9.53%
MSFT
+3.67%
+96,700
+0.77%
$256.83
47.53% $378.91
21.65%
TDG
+2.63%
+37,400
+0.62%
$536.67
79.42% $962.87
24.16%
GOOGL
+0.90%
+60,400
+0.20%
$108.96
21.63% $132.53
22.74%
MA
-1.11%
-2,800
-0.03%
$315.48
31.17% $413.83
2.42%
CHTR
-9.05%
-57,997
-0.84%
$468.53
14.60% $400.13
8.42%
META
-100.00%
-108,039
-0.74%
$222.36
47.12% $327.15
0.00%
2022 Q1 (6 results)
AMZN
buy
+2,544,920
+10.58%
$163.00
10.37% $146.09
10.58%
MSFT
+53.20%
+915,133
+7.19%
$308.31
22.90% $378.91
20.72%
GOOGL
+16.21%
+934,680
+3.31%
$139.07
4.70% $132.53
23.76%
TDG
+5.20%
+70,225
+1.17%
$651.54
47.78% $962.87
23.61%
CHTR
-52.53%
-708,929
-9.86%
$545.52
26.65% $400.13
8.91%
META
-79.58%
-421,150
-2.39%
$222.36
47.12% $327.15
0.00%
50 of 187

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.