Altarock Partners LP activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
3
Reduce
5
8 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| MSFT | Add | 16.8% to 20.5% | +25.0% sh | Q1→Q2 |
| V | Add | 3.7% to 6.8% | +67.7% sh | Q1→Q2 |
| MA | Add | 6.3% to 9.3% | +46.2% sh | Q1→Q2 |
| AMZN | Reduce | 38.2% to 32.2% | −24.3% sh | Q1→Q2 |
| MCO | Reduce | 9.1% to 3.2% | −64.9% sh | Q1→Q2 |
| TDG | Reduce | 25.5% to 27.5% | −3.7% sh | Q1→Q2 |
| GOOGL | Reduce | 0.30% to 0.35% | −3.2% sh | Q1→Q2 |
| HLT | Reduce | 0.11% to 0.12% | −0.9% sh | Q1→Q2 |