WhaleQuant.io

AltaRock Partners Holdings – 2026 Q1

Explore the latest portfolio disclosure for AltaRock Partners, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that AltaRock Partners maintains its largest exposure in Consumer Cyclical, which represents approximately 38.28% of the portfolio. This sector forms the core of AltaRock Partners's investment stance during this reporting period.

Additional major allocations include Industrials (about 25.51%) and Financial Services (approximately 19.08%) , reflecting how AltaRock Partners diversifies beyond its primary sector focus.

These sector weightings provide a clear view into AltaRock Partners's positioning and conviction areas for the 2026 Q1 quarter.

Breakdown by Sector

Consumer Cyclical
38.3%
Industrials
25.5%
Financial Services
19.1%
Technology
17.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
AMZN 7,567,946 $208.27 Increased 3.46% 38.16% $1.58B 2026 Q1
TDG 909,168 $1158.96 Reduced -6.21% 25.51% $1.05B 2026 Q1
MSFT 1,867,537 $370.17 Reduced -10.32% 16.74% $691.31M 2026 Q1
MCO 862,036 $436.25 Increased 5.84% 9.11% $376.06M 2026 Q1
MA 522,836 $499.66 Reduced -3.51% 6.33% $261.24M 2026 Q1
V 498,677 $302.24 Reduced -3.48% 3.65% $150.72M 2026 Q1
GOOGL 43,391 $287.57 Reduced -74.38% 0.30% $12.48M 2026 Q1
HLT 15,341 $304.09 Reduced -97.17% 0.11% $4.67M 2026 Q1
1
Total 1 Page