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MM

Mark Massey

AltaRock Partners · managing since 2002 · ranked #1 of 12 by concentration
Portfolio value
$4.2B
Long US equity in the 13F
Positions
8
0 closed this quarter
Top five weight
96.3%
Largest is AMZN at 32%
Average holding period
4.5 yrs
Patient by any standard
Quarterly turnover
0%
Low turnover

Where the money sits

Top 8 positions · everything else grouped as Other
AMZNAmazon Com Inc32.2%TDGTransDigm Group INC27.5%MSFTMicrosoft Corp20.5%MAMastercard Inc9.3%VVisa Inc.6.8%MCOMoodys Corp3.2%GOOGLAlphabet Inc.0.3%HLTHilton Worldwide Holdings Inc.0.1%

What changed this quarter

Filed Aug 17, 2026 · positions as of Jun 30, 2026 · 48-day lag

Massey opened 0 positions, added to 3, trimmed 5 and sold out of 0. The largest move was trimming AMZN.

New positions0
Nothing this quarter
Added to3
MSFTMicrosoft Corp+25% sharesMAMastercard Inc+46% sharesVVisa Inc.+68% shares
Trimmed5
AMZNAmazon Com Inc−24% sharesTDGTransDigm Group INC−4% sharesMCOMoodys Corp−65% sharesGOOGLAlphabet Inc.−3% shares+1 more
Sold out0
Nothing this quarter

Holdings

8 positions · $4.2B · top five is 96.3% of the book
CompanyWeightValueChangeHeld5-year history
AMZ
AMZN
Amazon Com Inc
32.2%
$1.4B−24%4.5 yrs
TDG
TDG
TransDigm Group INC
27.5%
$1.2B−4%5.0 yrs
MSF
MSFT
Microsoft Corp
20.5%
$871M+25%5.0 yrs
MA
MA
Mastercard Inc
9.3%
$393M+46%5.0 yrs
V
V
Visa Inc.
6.8%
$287M+68%5.0 yrs
MCO
MCO
Moodys Corp
3.2%
$137M−65%5.0 yrs
GOO
GOOGL
Alphabet Inc.
0.3%
$15.0M−3%5.0 yrs
HLT
HLT
Hilton Worldwide Holdings Inc.
0.1%
$5.0M−1%1.8 yrs
Changes compare the Q2 2026 filing with Q1 2026. Held is counted within the last 20 quarters. Not investment advice.