Altarock Partners LLC Q3 2022 vs. Q4 2022: An In-Depth Look at their 13F Holdings

Investors use 13F filings to track changes made by institutional investors to their portfolio holdings every quarter. The Altarock Partners LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals some interesting changes in the firm's portfolio.

TRANSDIGM GROUP INC

Altarock Partners' position in TRANSDIGM GROUP INC decreased by 12.6%, with the number of shares dropping from 1,502,379 to 1,409,724. Despite the decrease in shares, the firm's value increased from $788,479 to $887,632.

MICROSOFT CORP

The firm also decreased its investment in MICROSOFT CORP by 6.5%. The number of shares dropped from 2,818,509 to 2,560,129, and the value decreased from $656,431 to $613,970.

ALPHABET INC CAP STK CL A

ALPHABET INC CAP STK CL A, the parent company of Google, also saw a decrease in holdings by 15.3%. Altarock reduced its stake in the company from 7,003,600 shares to 6,430,417 shares, which decreased the value of the investment from $669,894 to $567,355.

AMAZON COM INC

Altarock increased its investment in AMAZON COM INC by a significant 27.4%, with the number of shares rising from 3,294,034 to 5,644,370. The value of the investment increased from $372,226 to $474,127.

VISA INC COM CL A

Altarock's investment in VISA INC COM CL A increased by 12.9%. The number of shares increased from 1,734,105 to 1,674,124, and the value increased from $308,064 to $347,816.

CHARTER COMMUNICATIONS INC NEW CL A

The firm's position in CHARTER COMMUNICATIONS INC NEW CL A increased by 8.2%. The number of shares increased from 345,405 to 334,465, and the value increased from $104,779 to $113,417.

MASTERCARD INCORPORATED CL A

Altarock's investment in MASTERCARD INCORPORATED CL A increased by 12.2%. The number of shares rose from 328,163 to 301,010, and the value increased from $93,310 to $104,670.

MOODYS CORP

Finally, the firm increased its position in MOODYS CORP by 18.7%. The number of shares increased from 252,608 to 261,534, and the value increased from $61,412 to $72,868.

Conclusion

Altarock Partners LLC made significant changes to its portfolio from Q3 2022 to Q4 2022. Although the firm decreased its holdings in some companies like MICROSOFT CORP and ALPHABET INC CAP STK CL A, it increased its holdings in others such as AMAZON COM INC and MASTERCARD INCORPORATED CL A. These changes show the firm's confidence in some companies over others, which could provide insights for other investors looking to optimize their portfolios.