13F HOLDINGS REPORT
ALTAROCK PARTNERS LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117428
Total Value
$3.99B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 1,310,086 | $1.10B | 27.67% |
| 2 | MICROSOFT CORP | MSFT | 2,211,512 | $698.3M | 17.49% |
| 3 | ALPHABET INC CAP STK CL A | GOOG | 5,259,222 | $688.2M | 17.24% |
| 4 | AMAZON COM INC | AMZN | 4,600,234 | $584.8M | 14.65% |
| 5 | VISA INC COM CL A | V | 2,078,020 | $478.0M | 11.97% |
| 6 | CHARTER COMMUNICATIONS INC NEW CL A | 16119P108 | 497,702 | $218.9M | 5.48% |
| 7 | MASTERCARD INCORPORATED CL A | MA | 280,451 | $111.0M | 2.78% |
| 8 | MOODYS CORP | MCO | 344,434 | $108.9M | 2.73% |