Mark Massey
AltaRock Partners
AltaRock Partners Portfolio 13F
Mark Massey Holdings Activity
- Portfolio value:
- $4.24B~ (+$113M~)
- Previous value:
- $4.13B~
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 17 Aug 2026
AltaRock Partners has disclosed a total of 8 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 5 position(s).
In the latest report(s) the following changes have been made to the top investments: (AMZN) Amazon.com Inc (reduced shares -24.29%), (TDG) Transdigm Group Incorporated (reduced shares -3.68%), (MSFT) Microsoft Corp (added shares +25.00%), (MA) Mastercard Inc (added shares +46.22%) and (V) Visa Inc, CL-A (added shares +67.74%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Visa Inc, CL-A
|
+67.74%
|
+337,793
|
836,470
|
+2.73%
|
$343.09
|
+7.77%($369.75)
|
6.77%
|
2014 Q4
|
~11.75 years
|
|
|
|
Mastercard Inc
|
+46.22%
|
+241,671
|
764,507
|
+2.93%
|
$513.60
|
+12.84%($579.57)
|
9.26%
|
2014 Q4
|
~11.75 years
|
|
|
|
Microsoft Corp
|
+25.00%
|
+466,945
|
2,334,482
|
+4.11%
|
$373.02
|
+29.37%($482.58)
|
20.54%
|
2021 Q2
|
~5.25 years
|
|
|
|
Hilton Worldwide Holdings Inc
|
-0.91%
|
-139
|
15,202
|
-0%
|
$330.46
|
-1.34%($326.04)
|
0.12%
|
2024 Q4
|
~1.75 years
|
|
|
|
Alphabet Inc, CL-A
|
-3.22%
|
-1,397
|
41,994
|
-0.01%
|
$357.37
|
-3.41%($345.18)
|
0.35%
|
2019 Q4
|
~6.75 years
|
|
|
|
Transdigm Group Incorporated
|
-3.68%
|
-33,413
|
875,755
|
-1.08%
|
$1,332.04
|
-10.53%($1,191.74)
|
27.51%
|
2014 Q4
|
~11.75 years
|
|
|
|
Amazon.com Inc
|
-24.29%
|
-1,837,974
|
5,729,972
|
-10.62%
|
$238.34
|
+8.48%($258.56)
|
32.21%
|
2022 Q1
|
~4.50 years
|
|
|
|
Moodys Corp
|
-64.89%
|
-559,412
|
302,624
|
-6.14%
|
$452.92
|
+11.03%($502.86)
|
3.23%
|
2014 Q4
|
~11.75 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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".