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ALTAROCK PARTNERS LP

AUM: $4.62 B

13-F Portfolio Value: $4.24 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
MSFT	MICROSOFT CORP	20.54%	2,334,482	$870,808,476	466,945	25%	$373.02	13F
MA	MASTERCARD INC-CLASS A	9.26%	764,507	$392,650,795	241,671	46.22%	$513.6	13F
V	VISA INC-CLASS A SHRS	6.77%	836,470	$286,984,492	337,793	67.74%	$343.09	13F