Mark Massey · Altarock Partners LP
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 9 |
| Portfolio value: | $5.5B |
Viewing historical Q3 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AMZN · Amazon Com Inc. | 30.34 | Add 20.43% | 7,558,253 | $219.57 | $1,659,565,611 | $272.68 | +24.19% | $196.00 | $278.56 |
| MSFT · Microsoft Corp. | 24.33 | Reduce 0.36% | 2,569,267 | $517.95 | $1,330,751,843 | $415.06 | -19.86% | $356.28 | $555.45 |
| TDG · Transdigm Group Inc. | 23.53 | Reduce 0.36% | 976,392 | $1318.02 | $1,286,904,184 | $1215.08 | -7.81% | $1123.61 | $1623.83 |
| MCO · Moodys Corp. | 8.27 | Reduce 0.37% | 948,735 | $476.48 | $452,053,253 | $451.32 | -5.28% | $402.28 | $546.88 |
| MA · Mastercard Inc. | 6.07 | Reduce 0.37% | 584,086 | $568.81 | $332,233,958 | $495.48 | -12.89% | $480.50 | $601.77 |
| V · Visa, Inc. | 3.33 | Reduce 0.35% | 533,522 | $341.38 | $182,133,740 | $318.79 | -6.62% | $293.89 | $375.51 |
| HLT · Hilton Worldwide Hldgs Inc. | 2.57 | Reduce 0.36% | 542,613 | $259.44 | $140,775,517 | $316.78 | +22.10% | $241.45 | $344.75 |
| GOOGL · Alphabet Inc. | 1.53 | Reduce 67.06% | 344,391 | $243.10 | $83,721,452 | $400.71 | +64.83% | $156.16 | $402.00 |
| FICO · Fair Isaac Corp. | 0.02 | Reduce 0.45% | 667 | $1496.53 | $998,186 | $1126.00 | -24.76% | $870.01 | $2217.60 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
5 sectors represented
Whales with similar holdings to Mark Massey
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
Coming soon
Curated press + commentary about Mark Massey arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com