TNTradingNote AI
Back to daily briefing

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 2026-02-13 for period end 2025-12-31.

$5.1B portfolio value
StockActionChangeCurrentPortfolio Impact
594918104
MICROSOFT CORP
Reduced-$323.7M$1.0B6.35%
615369105
MOODYS CORP
Reduced-$36.0M$416.1M0.71%
02079K305
ALPHABET INC-CL A
Reduced-$30.7M$53.0M0.60%
23135106
AMAZON.COM INC
Increased$28.8M$1.7B0.56%
57636Q104
MASTERCARD INC-CLASS A
Reduced-$22.9M$309.3M0.45%
43300A203
HILTON WORLDWIDE
Increased$15.1M$155.9M0.30%
893641100
TRANSDIGM GROUP INC
Increased$2.3M$1.3B0.04%
303250104
FAIR ISAAC INC
Sold out-$998,186$00.02%
92826C839
VISA INC-CLASS A SHRS
Reduced-$929,949$181.2M0.02%

Evidence

Related Cards

SK

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in AMAZON COM INC (23135106) on 2026-02-13, covering period end 2025-12-31.

MP
Increased93627C101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in WARRIOR MET COAL INC (93627C101) on 2026-02-13, covering period end 2025-12-31.

GS

George Soros

George Soros (Soros Fund Management) filed a 13F change in SPDR SERIES TRUST (78468R556) on 2026-02-13, covering period end 2025-12-31.

Altarock Partners disclosed reduced in VISA INC-CLASS A SHRS | TradingNote AI