AP
Altarock Partners disclosed increased in MICROSOFT CORP
Altarock Partners filed a 13F change in MICROSOFT CORP (594918104) on 2025-08-14, covering period end 2025-06-30.
Action
Increased
Capital
$1,282,645,799 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
9 changes from Altarock Partners, filed 2025-08-14 for period end 2025-06-30.
$5.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 AMAZON.COM INC | Increased | $387.1M | $1.4B | 7.07% |
02079K305 ALPHABET INC-CL A | Reduced | -$349.9M | $184.2M | 6.39% |
594918104 MICROSOFT CORP | Increased | $314.6M | $1.3B | 5.74% |
893641100 TRANSDIGM GROUP INC | Increased | $134.6M | $1.5B | 2.46% |
92826C839 VISA INC-CLASS A SHRS | Reduced | -$107.9M | $190.1M | 1.97% |
43300A203 HILTON WORLDWIDE | Increased | $82.7M | $145.0M | 1.51% |
615369105 MOODYS CORP | Increased | $34.8M | $477.6M | 0.64% |
57636Q104 MASTERCARD INC-CLASS A | Increased | $8.1M | $329.4M | 0.15% |
303250104 FAIR ISAAC INC | Reduced | -$10,854 | $1.2M | 0.00% |