13F HOLDINGS REPORT
ALTAROCK PARTNERS LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-112002
Total Value
$5.47B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 7,558,253 | $1.66B | 30.34% |
| 2 | MICROSOFT CORP | MSFT | 2,569,267 | $1.33B | 24.33% |
| 3 | TRANSDIGM GROUP INC | TDG | 976,392 | $1.29B | 23.53% |
| 4 | MOODYS CORP | MCO | 948,735 | $452.1M | 8.27% |
| 5 | MASTERCARD INC-CLASS A | MA | 584,086 | $332.2M | 6.07% |
| 6 | VISA INC-CLASS A SHRS | V | 533,522 | $182.1M | 3.33% |
| 7 | HILTON WORLDWIDE | HLT | 542,613 | $140.8M | 2.57% |
| 8 | ALPHABET INC-CL A | GOOG | 344,391 | $83.7M | 1.53% |
| 9 | FAIR ISAAC INC | FICO | 667 | $998,186 | 0.02% |