We break down the stocks AltaRock bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from AltaRock Partners' 13F filed on May 15, 2025.
Who is AltaRock Partners?
AltaRock Partners is a highly concentrated investment firm founded by Mark Massey and Scott Bradford, both Harvard MBA graduates with distinguished investment backgrounds. Massey previously worked at Seth Klarman's Baupost Group, while Bradford gained experience at Fiduciary Management Associates. The firm maintains an extremely focused portfolio typically comprising fewer than ten holdings with a combined value of approximately $4.8 billion. AltaRock's investment philosophy centers on identifying exceptional businesses with durable competitive advantages and holding them for the long term.
Portfolio Changes in Q1 2025
New Positions
No new positions were initiated by AltaRock Partners in Q1 2025.
Bought
AltaRock Partners significantly increased its position in Microsoft Corporation (MSFT) by adding 687,008 shares, and more than tripled its stake in Hilton Worldwide Holdings Inc. (HLT) by adding 182,629 shares.
Sold
AltaRock Partners completely liquidated its position in Charter Communications, Inc. (CHTR), selling all 6,025 shares, while also trimming positions in Amazon.com, Inc. (AMZN) by 75,905 shares, Alphabet Inc. (GOOGL) by 26,434 shares, Visa Inc. (V) by 24,500 shares, and TransDigm Group Incorporated (TDG) by 20,654 shares.
Holdings at the end of Q1 2025
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| TDG | TransDigm Group Incorporated | 27.3% | Sold | $1,355,555,036 |
| AMZN | Amazon.com, Inc. | 19.9% | Sold | $989,811,478 |
| MSFT | Microsoft Corporation | 19.5% | Bought | $967,999,048 |
| GOOGL | Alphabet Inc. | 10.7% | Sold | $534,183,313 |
| MCO | Moody's Corporation | 8.9% | $442,826,949 | |
| MA | Mastercard Incorporated | 6.5% | $321,337,542 | |
| V | Visa Inc. | 6.0% | Sold | $298,035,390 |
| HLT | Hilton Worldwide Holdings Inc. | 1.3% | Bought | $62,338,915 |
| FICO | Fair Isaac Corporation | 0.0% | $1,235,587 | |
| CHTR | Charter Communications, Inc. | 0.0% | Sold Out | $0 |
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