Mark Massey
AltaRock Partners
AltaRock Partners Portfolio 13F
Mark Massey Holdings Activity
- Portfolio value:
- $4.13B≈ (-$974M≈)
- Previous value:
- $5.10B≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
AltaRock Partners has disclosed a total of 8 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 6 position(s).
In the latest report(s) the following changes have been made to the top investments: (AMZN) Amazon.com Inc (added shares +3.46%), (TDG) Transdigm Group Incorporated (reduced shares -6.21%), (MSFT) Microsoft Corp (reduced shares -10.32%), (MCO) Moodys Corp (added shares +5.84%) and (MA) Mastercard Inc (reduced shares -3.51%).
8 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Moodys Corp
|
+5.84%
|
+47,533
|
862,036
|
+0.5%
|
$436.25
|
+9.85%($479.23)
|
9.11%
|
2014 Q4
|
≈ 11.50 years
|
|
|
|
Amazon.com Inc
|
+3.46%
|
+253,412
|
7,567,946
|
+1.28%
|
$208.27
|
+30.14%($271.05)
|
38.20%
|
2022 Q1
|
≈ 4.25 years
|
|
|
|
Visa Inc, CL-A
|
-3.48%
|
-18,000
|
498,677
|
-0.11%
|
$302.24
|
+20.82%($365.18)
|
3.65%
|
2014 Q4
|
≈ 11.50 years
|
|
|
|
Mastercard Inc
|
-3.51%
|
-19,000
|
522,836
|
-0.19%
|
$499.66
|
+14.76%($573.40)
|
6.33%
|
2014 Q4
|
≈ 11.50 years
|
|
|
|
Transdigm Group Incorporated
|
-6.21%
|
-60,232
|
909,168
|
-1.37%
|
$1,158.96
|
+8.76%($1,260.50)
|
25.54%
|
2014 Q4
|
≈ 11.50 years
|
|
|
|
Microsoft Corp
|
-10.32%
|
-214,820
|
1,867,537
|
-1.56%
|
$370.17
|
+24.58%($461.18)
|
16.75%
|
2021 Q2
|
≈ 5.00 years
|
|
|
|
Alphabet Inc, CL-A
|
-74.38%
|
-126,000
|
43,391
|
-0.71%
|
$287.56
|
+23.02%($353.76)
|
0.30%
|
2019 Q4
|
≈ 6.50 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-97.17%
|
-527,272
|
15,341
|
-3.14%
|
$304.08
|
+5.41%($320.54)
|
0.11%
|
2024 Q4
|
≈ 1.50 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.