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Altarock Partners Lp
kapitalforvalter · portefølje $4.24 mia. · 8 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 17.08.2026; ændring — mod 31.03.2026 · 8
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 5 729 972 | $1.37 mia. | 32.21% | −1 837 974 |
| Transdigm Group Incorporated US:TDG | 875 755 | $1.17 mia. | 27.51% | −33 413 |
| Microsoft Corporation US:MSFT | 2 334 482 | $871 mio. | 20.54% | +466 945 |
| Mastercard Inc US:MA | 764 507 | $393 mio. | 9.26% | +241 671 |
| Visa Inc. Class A US:V | 836 470 | $287 mio. | 6.77% | +337 793 |
| Moodys Corporation US:MCO | 302 624 | $137 mio. | 3.23% | −559 412 |
| Alphabet Inc. US:GOOGL | 41 994 | $15.0 mio. | 0.35% | −1 397 |
| Hilton Worldwide Holdings In… US:HLT | 15 202 | $5.02 mio. | 0.12% | −139 |
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