StockDriftsStockDriftsTop 8 Altarock Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 38.2% | 7.57M | $1.58B | +3.46%(+253.41K) | $167.94(+57.29%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 25.54% | 909.2K | $1.05B | -6.21%(-60.23K) | $430.16(+167.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 16.75% | 1.87M | $691.3M | -10.32%(-214.82K) | $324.31(+30.10%) | 2026-03-31 | |
| MCO | MOODYS CORP | 9.11% | 862.0K | $376.1M | +5.84%(+47.53K) | $338.43(+26.73%) | 2026-03-31 | |
| MA | MASTERCARD INC-CLASS A | 6.33% | 522.8K | $261.2M | -3.51%(-19.00K) | $356.28(+38.71%) | 2026-03-31 | |
| V | VISA INC-CLASS A SHRS | 3.65% | 498.7K | $150.7M | -3.48%(-18.00K) | $218.58(+49.03%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 0.3% | 43.4K | $12.5M | -74.38%(-126.00K) | $80.88(+390.56%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE | 0.11% | 15.3K | $4.7M | -97.17%(-527.27K) | $241.91(+30.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.37% | +57.61% |
| Top 20 Holdings Unweighted | +18.30% | +65.58% |
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