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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 2025-11-14 for period end 2025-09-30.

$5.5B portfolio value
StockActionChangeCurrentPortfolio Impact
23135106
AMAZON.COM INC
Increased$282.7M$1.7B5.17%
893641100
TRANSDIGM GROUP INC
Reduced-$203.2M$1.3B3.72%
02079K305
ALPHABET INC-CL A
Reduced-$100.5M$83.7M1.84%
594918104
MICROSOFT CORP
Increased$48.1M$1.3B0.88%
615369105
MOODYS CORP
Reduced-$25.6M$452.1M0.47%
92826C839
VISA INC-CLASS A SHRS
Reduced-$8.0M$182.1M0.15%
43300A203
HILTON WORLDWIDE
Reduced-$4.3M$140.8M0.08%
57636Q104
MASTERCARD INC-CLASS A
Increased$2.8M$332.2M0.05%
303250104
FAIR ISAAC INC
Reduced-$226,547$998,1860.00%

Evidence

Related Cards

LA

Leopold Aschenbrenner

Leopold Aschenbrenner (Situational Awareness) filed a 13F change in COREWEAVE INC (21873S108) on 2025-11-14, covering period end 2025-09-30.

PT
Sold out464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2025-11-14, covering period end 2025-09-30.

BG
Reduced594918104

Bill Gates

Bill Gates (Gates Foundation Trust) filed a 13F change in MICROSOFT CORP (594918104) on 2025-11-14, covering period end 2025-09-30.

Altarock Partners disclosed reduced in MOODYS CORP | TradingNote AI