Top Funds / ALTAROCK PARTNERS LLC


Mark Massey

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
TransDigm Group INC 1,025,525 $634,646,000 26.60% -199,436 +$52,643,000
CHARTER COMMUNICATIONS, INC. /MO/ 894,688 $591,881,000 24.81% -200,723 -$92,028,000
Alphabet Inc. 319,916 $560,698,000 23.50% -40,969 +$31,785,000
Facebook Inc 1,711,882 $467,618,000 19.60% New +$467,618,000
MOODYS CORP /DE/ 228,668 $66,369,000 2.78% -436,187 -$126,339,000
Mastercard Inc 176,249 $62,910,000 2.64% -210,691 -$67,941,000
VISA INC. 8,514 $1,862,000 0.08% -2 +$159,000