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Portfolio (Quarterly) Guide ↗

AltaRock Partners

· CIK 0001631014
13F Portfolio $4.1B AUM 8 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 2 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON.COM INC Consumer Cyclical 7,567,946.0 $1.58B 38.20% +253K +3.5% $208.27 +26.8%
2 MCO MOODYS CORP Financial Services 862,036.0 $376.1M 9.11% +48K +5.8% $436.25 -0.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 38.3%
Industrials 25.5%
Financial Services 19.1%
Technology 16.8%
Communication Services 0.3%