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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

9 changes from Altarock Partners, filed 2024-11-13 for period end 2024-09-30.

$5.1B portfolio value
StockActionChangeCurrentPortfolio Impact
23135106
AMAZON.COM INC
Increased$208.6M$1.0B4.11%
57636Q104
MASTERCARD INC-CLASS A
Increased$188.4M$306.2M3.71%
02079K305
ALPHABET INC-CL A
Reduced-$176.1M$552.9M3.47%
92826C839
VISA INC-CLASS A SHRS
Reduced-$159.3M$307.5M3.14%
893641100
TRANSDIGM GROUP INC
Increased$124.8M$1.5B2.46%
615369105
MOODYS CORP
Increased$48.6M$506.2M0.96%
594918104
MICROSOFT CORP
Reduced-$32.2M$832.6M0.63%
303250104
FAIR ISAAC INC
Increased$15.8M$67.3M0.31%
16119P108
CHARTER COMMUNICATIONS INC-A
Increased$151,348$2.0M0.00%

Evidence

Related Cards

JR
Increased922908363

Julian Robertson

Julian Robertson (Tiger Management) filed a 13F change in VANGUARD INDEX FDS (922908363) on 2024-11-13, covering period end 2024-09-30.

MP
Increased20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2024-11-13, covering period end 2024-09-30.

MP
Reduced03940R107

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in ARCH RESOURCES INC (03940R107) on 2024-11-13, covering period end 2024-09-30.

Altarock Partners disclosed increased in FAIR ISAAC INC | TradingNote AI