Mark Massey Holdings Activity

AltaRock Partners Portfolio 13F

AltaRock Partners has disclosed a total of 8 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 6 position(s).

What stocks is Mark Massey buying now?

In the recent quarter Mark Massey has purchased 2 securities: (MCO) MOODY'S CORP (added shares +135.35%) and (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +15.28%).

What does Mark Massey invest in?

Mark Massey's top 5 holdings (by % of portfolio) are (TDG) TRANSDIGM GROUP INC (27.93%), (MSFT) MICROSOFT CORP (16.7%), (GOOGL) ALPHABET INC-CL A (15.14%), (AMZN) AMAZONCOM INC (15.03%) and (V) VISA INC-CLASS A SHARES (10.61%).

In the latest report(s) the following changes have been made to the top investments: (TDG) TRANSDIGM GROUP INC (reduced shares -5.53%), (MSFT) MICROSOFT CORP (reduced shares -9.98%), (GOOGL) ALPHABET INC-CL A (reduced shares -7.59%), (AMZN) AMAZONCOM INC (reduced shares -3.6%) and (V) VISA INC-CLASS A SHARES (reduced shares -12.07%).

2023 Q4 (8 results)
V
-12.07%
-250,867
-1.46%
$260.35
7.19% $279.08
10.61%
TDG
-5.53%
-72,464
-1.64%
$1,011.60
21.75% $1,231.60
27.93%
MCO
+135.35%
+466,201
+4.06%
$390.56
0.63% $393.03
7.06%
MSFT
-9.98%
-220,798
-1.85%
$376.04
11.88% $420.72
16.70%
MA
-4.09%
-11,457
-0.11%
$426.51
12.91% $481.57
2.56%
CHTR
+15.28%
+76,058
+0.66%
$388.68
25.23% $290.63
4.97%
AMZN
-3.60%
-165,600
-0.56%
$151.94
18.72% $180.38
15.03%
GOOGL
-7.59%
-399,392
-1.24%
$139.69
8.05% $150.93
15.14%
2023 Q3 (8 results)
V
+4.88%
+96,744
+0.56%
$230.01
21.33% $279.08
11.97%
TDG
-3.49%
-47,405
-1.00%
$843.13
46.07% $1,231.60
27.67%
MCO
+31.70%
+82,900
+0.66%
$316.17
24.31% $393.03
2.73%
MSFT
-2.66%
-60,529
-0.48%
$315.75
33.24% $420.72
17.49%
MA
-4.77%
-14,059
-0.14%
$395.91
21.64% $481.57
2.78%
CHTR
+24.59%
+98,237
+1.08%
$439.82
33.92% $290.63
5.48%
AMZN
-9.92%
-506,547
-1.61%
$127.12
41.90% $180.38
14.65%
GOOGL
-8.32%
-477,378
-1.56%
$130.86
15.34% $150.93
17.24%
2023 Q2 (5 results)
V
+20.21%
+333,152
+1.90%
$237.48
17.52% $279.08
11.30%
TDG
-1.85%
-25,633
-0.55%
$894.17
37.74% $1,231.60
29.15%
MSFT
-2.57%
-59,888
-0.49%
$340.54
23.54% $420.72
18.58%
AMZN
-12.93%
-758,170
-2.37%
$130.36
38.37% $180.38
15.99%
GOOGL
-8.69%
-545,817
-1.57%
$119.70
26.09% $150.93
16.49%
2023 Q1 (7 results)
V
-1.55%
-26,000
-0.16%
$225.46
23.78% $279.08
10.18%
TDG
-1.89%
-26,600
-0.54%
$737.05
67.10% $1,231.60
27.92%
MSFT
-8.91%
-228,200
-1.80%
$288.30
45.93% $420.72
18.42%
MA
-2.16%
-6,500
-0.06%
$363.41
32.51% $481.57
2.93%
CHTR
+19.43%
+65,000
+0.64%
$357.61
18.73% $290.63
3.91%
AMZN
+3.91%
+220,581
+0.62%
$103.29
74.63% $180.38
16.59%
GOOGL
-2.30%
-148,000
-0.42%
$103.73
45.50% $150.93
17.85%
2022 Q4 (8 results)
V
-3.46%
-59,981
-0.39%
$207.76
34.33% $279.08
10.93%
TDG
-6.17%
-92,655
-1.83%
$629.65
95.60% $1,231.60
27.90%
MCO
+3.53%
+8,926
+0.08%
$278.62
41.06% $393.03
2.29%
MSFT
-9.17%
-258,380
-1.95%
$239.82
75.43% $420.72
19.30%
MA
-8.27%
-27,153
-0.30%
$347.73
38.49% $481.57
3.29%
CHTR
-3.17%
-10,940
-0.12%
$339.10
14.29% $290.63
3.56%
AMZN
+71.35%
+2,350,336
+6.20%
$84.00
114.74% $180.38
14.90%
GOOGL
-8.18%
-573,183
-1.59%
$88.23
71.06% $150.93
17.83%
2022 Q3 (8 results)
V
+10.57%
+165,703
+0.96%
$177.65
57.10% $279.08
10.09%
TDG
+3.00%
+43,700
+0.75%
$524.82
134.67% $1,231.60
25.81%
MCO
+104.86%
+129,298
+1.03%
$243.11
61.67% $393.03
2.01%
MSFT
+3.17%
+86,500
+0.66%
$232.90
80.64% $420.72
21.49%
MA
+32.08%
+79,714
+0.74%
$284.34
69.36% $481.57
3.05%
CHTR
-40.71%
-237,146
-2.36%
$303.35
4.19% $290.63
3.43%
AMZN
+7.49%
+229,614
+0.85%
$113.00
59.63% $180.38
12.19%
GOOGL
+3.56%
+241,000
+0.75%
$95.65
57.79% $150.93
21.93%
44 of 195

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.