AP
Altarock Partners disclosed increased in MICROSOFT CORP
Altarock Partners filed a 13F change in MICROSOFT CORP (594918104) on 2025-05-14, covering period end 2025-03-31.
Action
Increased
Capital
$967,999,048 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 2025-05-14 for period end 2025-03-31.
$5.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
594918104 MICROSOFT CORP | Increased | $170.7M | $968.0M | 3.43% |
23135106 AMAZON.COM INC | Reduced | -$168.2M | $989.8M | 3.38% |
02079K305 ALPHABET INC-CL A | Reduced | -$124.7M | $534.2M | 2.51% |
893641100 TRANSDIGM GROUP INC | Increased | $87.5M | $1.4B | 1.76% |
43300A203 HILTON WORLDWIDE | Increased | $39.8M | $62.3M | 0.80% |
92826C839 VISA INC-CLASS A SHRS | Increased | $21.5M | $298.0M | 0.43% |
57636Q104 MASTERCARD INC-CLASS A | Increased | $12.6M | $321.3M | 0.25% |
615369105 MOODYS CORP | Reduced | -$7.3M | $442.8M | 0.15% |
16119P108 CHARTER COMMUNICATIONS INC-A | Sold out | -$2.1M | $0 | 0.04% |
303250104 FAIR ISAAC INC | Reduced | -$98,336 | $1.2M | 0.00% |