本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
ALTAROCK PARTNERS LP (CIK 1631014) reported $4.24B across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($1.37B, 32.21%), TDG ($1.17B, 27.51%), MSFT ($870.8M, 20.54%), MA ($392.7M, 9.26%), V ($287.0M, 6.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $1.37B | 32.21% | 5.7M | Trimmed |
| 2 | TDG | TRANSDIGM GROUP INC | $1.17B | 27.51% | 875,755 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $870.8M | 20.54% | 2.3M | Added |
| 4 | MA | MASTERCARD INC-CLASS A | $392.7M | 9.26% | 764,507 | Added |
| 5 | V | VISA INC-CLASS A SHRS | $287.0M | 6.77% | 836,470 | Added |
| 6 | MCO | MOODYS CORP | $137.1M | 3.23% | 302,624 | Trimmed |
| 7 | GOOGL | ALPHABET INC-CL A | $15.0M | 0.35% | 41,994 | Trimmed |
| 8 | HLT | HILTON WORLDWIDE | $5.0M | 0.12% | 15,202 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30