Mark Massey's Portfolio

AltaRock Partners 13F holdings

What is Mark Massey's portfolio?

AltaRock Partners has disclosed a total of 8 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $4,163,975,826.

What stocks does Mark Massey own?

In Mark Massey's portfolio as of 30 Jun 2023, the top 5 holdings are (TDG) TRANSDIGM GROUP INC (29.15%), (MSFT) MICROSOFT CORP (18.58%), (GOOGL) ALPHABET INC-CL A (16.49%), (AMZN) AMAZONCOM INC (15.99%) and (V) VISA INC-CLASS A SHARES (11.30%).

To see the historical data of AltaRock Partners's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.

To see AltaRock Partners's original 13F reports (2023 Q2), please click on the "important" button.

Portfolio value: $4,163M+
Period: 2023 Q2
Number of stock: 8
Update: 14 Aug 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
16.49%
4,044,303
$119.70
37.90% $165.07
$484,103,069
-8.69% (-384,800)
-1.57%
AMZN
AMAZONCOM INC
15.99%
5,106,781
$130.36
51.80% $197.89
$665,719,971
-12.93% (-758,170)
-2.37%
CHTR
CHARTER COMMUNICATIONS INC-A
3.52%
399,465
$367.37
6.35% $390.68
$146,751,457
MA
MASTERCARD INC - A
2.78%
203,211
$393.30
32.20% $519.93
$79,923,240
MSFT
MICROSOFT CORP
18.58%
2,272,041
$340.54
21.84% $414.93
$773,720,842
-2.57% (-59,888)
-0.49%
MCO
MOODY'S CORP
2.18%
261,534
$347.72
38.35% $481.06
$90,940,602
TDG
TRANSDIGM GROUP INC
29.15%
916,306
$894.17
40.95% $1,260.37
$819,333,715
-1.85% (-17,302)
-0.55%
V
VISA INC-CLASS A SHARES
11.30%
1,981,276
$237.48
30.50% $309.90
$470,513,424
+20.21% (+333,152)
+1.90%
8 of 8

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.