AltaRock Partners
Superinvestor profile · Rank #102 by reported 13F value (2026 Q2 filers) · CIK 0001631014 · All profiles
Founded 2002West Palm Beach, Florida, U.S.Concentrated long-only value, wide-moat quality companiesKey person: Mark Massey
Reported 13F value
$4.2B
Period 2026-06-30 · Filed 2026-08-17
Positions
8
Top 10 = 100.0% of value
Clone CAGR (full window)
+19.2%
2016-11-14 → 2026-10-02 · cumulative +467%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-37%
Month-end values, approximate
Latest-quarter activity
0 new · 0 exited
3 increased · 5 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +19.19% | Cumulative +466.8% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +9.74% | |
| Trailing 3Y | +18.41% | |
| Trailing 1Y | +1.76% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| AMZN | Amazon.Com Inc | 32.21% | $1.4B |
| TDG | Transdigm Group Inc | 27.51% | $1.2B |
| MSFT | Microsoft Corp | 20.54% | $871M |
| MA | Mastercard Inc-Class A | 9.26% | $393M |
| V | Visa Inc-Class A Shrs | 6.77% | $287M |
| MCO | Moodys Corp | 3.23% | $137M |
| GOOGL | Alphabet Inc-Cl A | 0.35% | $15M |
| HLT | Hilton Worldwide | 0.12% | $5M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-17). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://reports.adviserinfo.sec.gov/reports/ADV/161005/PDF/161005.pdf — Founded by Mark Massey in 2002 per Insider Monkey profiles, with a concentrated 5-10 holding wide-moat approach. Current Form ADV (2026) lists principal office at 205 Datura Street, West Palm Beach, FL; earlier profiles described the fund as Beverly, Massachusetts-based.