AP
Altarock Partners disclosed increased in ALPHABET INC-CL A
Altarock Partners filed a 13F change in ALPHABET INC-CL A (02079K305) on 2025-02-14, covering period end 2024-12-31.
Action
Increased
Capital
$658,915,629 current disclosed value
Institutional 13F Signals1 evidence source
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
10 changes from Altarock Partners, filed 2025-02-14 for period end 2024-12-31.
$4.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
893641100 TRANSDIGM GROUP INC | Reduced | -$228.0M | $1.3B | 4.61% |
23135106 AMAZON.COM INC | Increased | $151.4M | $1.2B | 3.06% |
02079K305 ALPHABET INC-CL A | Increased | $106.0M | $658.9M | 2.14% |
303250104 FAIR ISAAC INC | Reduced | -$66.0M | $1.3M | 1.34% |
615369105 MOODYS CORP | Reduced | -$56.1M | $450.1M | 1.13% |
594918104 MICROSOFT CORP | Reduced | -$35.2M | $797.3M | 0.71% |
92826C839 VISA INC-CLASS A SHRS | Reduced | -$31.0M | $276.5M | 0.63% |
43300A203 HILTON WORLDWIDE | New | $22.6M | $22.6M | 0.46% |
57636Q104 MASTERCARD INC-CLASS A | Increased | $2.5M | $308.7M | 0.05% |
16119P108 CHARTER COMMUNICATIONS INC-A | Increased | $112,607 | $2.1M | 0.00% |