Manager activity
ALTAROCK PARTNERS LP
Add
3
Reduce
5
8 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| MSFT | Add | +3.79 pp | +25.0% sh | Q1→Q2 |
| V | Add | +3.12 pp | +67.7% sh | Q1→Q2 |
| MA | Add | +2.93 pp | +46.2% sh | Q1→Q2 |
| AMZN | Reduce | −5.99 pp | −24.3% sh | Q1→Q2 |
| MCO | Reduce | −5.88 pp | −64.9% sh | Q1→Q2 |
| TDG | Reduce | +1.98 pp | −3.7% sh | Q1→Q2 |
| GOOGL | Reduce | +0.05 pp | −3.2% sh | Q1→Q2 |
| HLT | Reduce | +0.01 pp | −0.9% sh | Q1→Q2 |