AltaRock 合伙 2026Q1 13F 持仓
AltaRock Partners 马克·马西 组合详情。
组合市值：$4,126,337,614；当前持仓：8；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | AMZN | 亚马逊 | $1,576,176,113 | 7567946 | 38.2% | 持有 |
| 2 | TDG | TransDigm Group, Inc. | $1,053,689,345 | 909168 | 25.54% | 持有 |
| 3 | MSFT | 微软 | $691,306,171 | 1867537 | 16.75% | 持有 |
| 4 | MCO | 穆迪 | $376,063,205 | 862036 | 9.11% | 持有 |
| 5 | MA | 万事达卡 | $261,240,236 | 522836 | 6.33% | 持有 |
| 6 | V | 维萨 | $150,720,137 | 498677 | 3.65% | 持有 |
| 7 | GOOGL | 谷歌A | $12,477,516 | 43391 | 0.3% | 持有 |
| 8 | HLT | 希尔顿酒店 | $4,664,891 | 15341 | 0.11% | 持有 |