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Mark Massey

AltaRock Partners

AltaRock Partners Portfolio 13F

Mark Massey Holdings Activity

Portfolio value:
$5.47B≈ (-$8M≈)
Previous value:
$5.48B≈
# of changes:
9
New positions:
0
Reported for:
30 Sep 2025 (Q3)
Latest filing date:
14 Nov 2025
AltaRock Partners has disclosed a total of 9 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 8 position(s).

What stocks did Mark Massey buy in 2025 Q3?

During 2025 Q3 Mark Massey has bought (AMZN) Amazon.com Inc (added shares +20.43%).

What did Mark Massey invest in during 2025 Q3?

Mark Massey's top 5 holdings (by % of portfolio) were (AMZN) Amazon.com Inc (30.34%), (MSFT) Microsoft Corp (24.33%), (TDG) Transdigm Group Incorporated (23.53%), (MCO) Moodys Corp (8.27%) and (MA) Mastercard Inc (6.07%).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (AMZN) Amazon.com Inc (added shares +20.43%), (MSFT) Microsoft Corp (reduced shares -0.36%), (TDG) Transdigm Group Incorporated (reduced shares -0.36%), (MCO) Moodys Corp (reduced shares -0.37%) and (MA) Mastercard Inc (reduced shares -0.37%).
* 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.