ALTAROCK PARTNERS LP
WEST PALM BEACH FL · SEC CIK 0001631014
$41.26亿2026Q1 申报市值
8持仓数
100.0%前十大占比 · 第一大 38.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$5,277.81万
MCO 加仓+$2,073.63万
2026Q1 卖出最多 按季末市值估算
HLT 减仓-$1.60亿
MSFT 减仓-$7,951.99万
TDG 减仓-$6,980.65万
GOOGL 减仓-$3,623.26万
MA 减仓-$949.35万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE | $466.49万 | 0.11% | 15,341 | -527,272 | -97.2% | -$1.60亿 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $1,247.75万 | 0.30% | 43,391 | -126,000 | -74.4% | -$3,623.26万 | 减仓 |
| V | VISA INC-CLASS A SHRS | $1.51亿 | 3.65% | 498,677 | -18,000 | -3.5% | -$544.03万 | 减仓 |
| MA | MASTERCARD INC-CLASS A | $2.61亿 | 6.33% | 522,836 | -19,000 | -3.5% | -$949.35万 | 减仓 |
| MCO | MOODYS CORP | $3.76亿 | 9.11% | 862,036 | 47,533 | 5.8% | $2,073.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $6.91亿 | 16.75% | 1,867,537 | -214,820 | -10.3% | -$7,951.99万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $10.54亿 | 25.54% | 909,168 | -60,232 | -6.2% | -$6,980.65万 | 减仓 |
| AMZN | AMAZON.COM INC | $15.76亿 | 38.20% | 7,567,946 | 253,412 | 3.5% | $5,277.81万 | 加仓 |