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Mark Massey

AltaRock Partners

AltaRock Partners Portfolio 13F

Mark Massey Holdings Activity

Portfolio value:
$4.97B≈ (+$30M≈)
Previous value:
$4.94B≈
# of changes:
7
New positions:
0
Reported for:
31 Mar 2025 (Q1)
Latest filing date:
14 May 2025
AltaRock Partners has disclosed a total of 7 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks did Mark Massey buy in 2025 Q1?

During 2025 Q1 Mark Massey has purchased 2 securities: (MSFT) Microsoft Corp (added shares +36.32%) and (HLT) Hilton Worldwide Holdings Inc (added shares +199.97%).

What did Mark Massey invest in during 2025 Q1?

Mark Massey's top 5 holdings (by % of portfolio) were (TDG) Transdigm Group Incorporated (27.26%), (AMZN) Amazon.com Inc (19.90%), (MSFT) Microsoft Corp (19.46%), (GOOGL) Alphabet Inc, CL-A (10.74%) and (MCO) Moodys Corp (8.90%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (TDG) Transdigm Group Incorporated (reduced shares -2.06%), (AMZN) Amazon.com Inc (reduced shares -1.44%), (MSFT) Microsoft Corp (added shares +36.32%) and (GOOGL) Alphabet Inc, CL-A (reduced shares -0.76%).
7 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*
Hilton Worldwide Holdings Inc HLT
Hilton Worldwide Holdings Inc
+199.97%
+182,629
273,957
+0.84%
$227.55
+40.87%($320.54)
1.25%
2024 Q4
≈ 0.50 years
Microsoft Corp MSFT
Microsoft Corp
+36.32%
+687,008
2,578,649
+5.19%
$375.39
+22.85%($461.18)
19.46%
2021 Q2
≈ 4.00 years
Alphabet Inc, CL-A GOOGL
Alphabet Inc, CL-A
-0.76%
-26,434
3,454,367
-0.08%
$154.64
+128.76%($353.76)
10.74%
2019 Q4
≈ 5.50 years
Amazon.com Inc AMZN
Amazon.com Inc
-1.44%
-75,905
5,202,415
-0.29%
$190.26
+42.46%($271.05)
19.90%
2022 Q1
≈ 3.25 years
Transdigm Group Incorporated TDG
Transdigm Group Incorporated
-2.06%
-20,654
979,950
-0.58%
$1,383.29
-8.88%($1,260.50)
27.26%
2014 Q4
≈ 10.50 years
Visa Inc, CL-A V
Visa Inc, CL-A
-2.80%
-24,500
850,412
-0.17%
$350.46
+4.20%($365.18)
5.99%
2014 Q4
≈ 10.50 years
Charter Communications Inc CHTR
Charter Communications Inc
-100%
-6,025
0
-0.04%
$342.77
-57.51%($145.66)
0.00%
2015 Q1
≈ 10.00 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.