Institutional 13F · Context Only · Never a Buy List机构 13F · 仅供背景参考 · 非买入清单
AltaRock Partners
superinvestor_value
D
Reliability improving可靠性走强
leaderboard rank榜单排名 #39
Book持仓规模
$4.1B
long US listed only仅美股多头
Positions持仓数
8
100% resolved已解析
Top-10 concentration前十集中度
100%
% of book占组合%
Turnover换手
LOW
7.2% per quarter每季
Median excess中位超额
-22%
buys vs SPY, since filing买入相对SPY，自申报起 · n 16
Hit rate胜率
6%
share of buys beating SPY跑赢SPY的买入占比
Core lean — the 10-second read核心倾向 — 10秒速读
No thematic add cluster this quarter — the latest buys do not map to a tracked theme.本季度无主题性加仓集群——最新买入未映射到任何跟踪主题。
Descriptive read of the latest filing — themes clustered from curated baskets (Finviz fallback), added-pp = Σ % of book bought this quarter. Not a forecast.基于最新申报的描述性解读——主题按精选篮子聚类（Finviz 兜底），added-pp = 本季度买入占组合百分比之和。非预测。
Grade & excess history评级与超额历史
per-quarter buy cohorts, scored on public filing dates vs SPY — descriptive ranks in a curated survivor cohort按季度买入队列，以公开申报日为锚相对SPY评分——精选幸存者队列中的描述性排名Reliability可靠性: improving走强 · 6 scored quarters已评分季度 · 0% positive为正 · recent-4 median近4季中位 -18% vs all-time对全期 -32%
Median excess by quarter各季度中位超额: ▁▂▄▆▆█ (oldest → newest, shifted by the series minimum so negatives render由旧到新，按序列最小值平移以呈现负值)
| Quarter季度 | Buys买入数 | Median excess中位超额 | Hit胜率 | Median fwd 63d中位前瞻63日 |
|---|---|---|---|---|
| 2023-09-30 | 2 | -82% | 0% | -41% |
| 2023-12-31 | 2 | -66% | 0% | -11% |
| 2024-06-30 | 3 | -43% | 0% | +6% |
| 2024-09-30 | 2 | -16% | 0% | +5% |
| 2025-03-31 | 2 | -20% | 0% | +1% |
| 2025-06-30 | 2 | -3% | 50% | -3% |
Sector exposure & rotation行业配置与轮动
value-weighted, latest filing; QoQ deltas vs prior quarter按市值加权，最新申报；季度环比变化对上季Current weights当前权重 · 2026-03-31
Consumer Cyclical
38.3%
▲ +2.1pp
Industrials
25.5%
▲ +0.3pp
Financial
19.1%
▲ +1.3pp
Technology
16.8%
▼ -3.0pp
Communication Services
0.3%
▼ -0.7pp
Theme categories主题类别
AI & Technology 55.2%
Industrials & Defense 25.5%
Financials 10.0%
US Sectors (EW) 9.1%
Consumer Cyclical 0.1%
Rotating into (QoQ)轮入（环比）
Consumer Cyclical +2.1pp
Financial +1.3pp
Industrials +0.3pp
Rotating out of (QoQ)轮出（环比）
Technology -3.0pp
Communication Services -0.7pp
Quarter history — top-3 sectors季度历史 — 前三大行业
| 2026-03-31 | Consumer Cyclical 38% · Industrials 26% · Financial 19% |
| 2025-12-31 | Consumer Cyclical 36% · Industrials 25% · Technology 20% |
| 2025-09-30 | Consumer Cyclical 33% · Technology 24% · Industrials 24% |
| 2025-06-30 | Consumer Cyclical 28% · Industrials 27% · Technology 23% |
| 2025-03-31 | Industrials 27% · Financial 21% · Consumer Cyclical 21% |
| 2024-12-31 | Industrials 26% · Consumer Cyclical 24% · Financial 21% |
| 2024-09-30 | Industrials 29% · Financial 22% · Consumer Cyclical 20% |
| 2024-06-30 | Industrials 28% · Financial 21% · Technology 19% |
| 2024-03-31 | Industrials 31% · Financial 20% · Communication Services 17% |
| 2023-12-31 | Industrials 28% · Financial 20% · Communication Services 20% |
| 2023-09-30 | Industrials 28% · Communication Services 23% · Technology 17% |
| 2023-06-30 | Industrials 29% · Communication Services 20% · Technology 19% |
Full book完整持仓
every resolved position as filed — click a column header to sort. Conviction is a descriptive composite, not a forecast.截至申报日的全部已解析持仓——点击列头排序。信念分为描述性综合指标，非预测。8 positions shown项持仓 · resolved已解析 8/8 (100%) · unresolved CUSIPs are excluded from this table but counted in book totals未解析CUSIP不列入本表，但计入组合总额
| #↕ | Ticker标的 ↕ | Company公司 ↕ | % book仓位% ↕ | Value金额 ↕ | Action动作 ↕ | Δ sharesΔ股数 ↕ | Add streak连加季数 ↕ | Conviction信念分 ↕ | Sector行业 ↕ | Themes主题 | Since filing自申报 ↕ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |  AMZN |
Amazon.com Inc | 38.2% | $1.6B | hold | +4% | — | 70 · HIGH | Consumer Cyclical | Magnificent Seven, Consumer Discretionary (Equal-Weight) | -7% |
| 2 |  TDG |
Transdigm Group Inc | 25.5% | $1.1B | hold | -6% | — | 66 · MODERATE | Industrials | Defense & Aerospace, Industrials (Equal-Weight) | +6% |
| 3 |  MSFT |
Microsoft Corp | 16.8% | $691M | trim | -10% | — | 61 · MODERATE | Technology | Magnificent Seven, AI Software & Platforms, Quantum Computing | -6% |
| 4 |  MCO |
Moodys Corp | 9.1% | $376M | hold | +6% | — | 47 · MODERATE | Financial | Financials (Equal-Weight) | +16% |
| 5 |  MA |
Mastercard Inc-Class A | 6.3% | $261M | hold | -4% | — | 42 · LOW | Financial | Payments & Fintech, Financials (Equal-Weight) | +10% |
| 6 |  V |
Visa Inc-Class A Shrs | 3.6% | $151M | hold | -4% | — | 38 · LOW | Financial | Payments & Fintech, Financials (Equal-Weight) | +11% |
| 7 |  GOOGL |
Alphabet Inc-Cl A | 0.3% | $12M | trim | -74% | — | 34 · LOW | Communication Services | Magnificent Seven, AI Software & Platforms, Quantum Computing | -12% |
| 8 |  HLT |
Hilton Worldwide | 0.1% | $5M | trim | -97% | — | 29 · LOW | Consumer Cyclical | Travel & Experiences, Consumer Discretionary (Equal-Weight) | +1% |
Rotation detail轮动明细
this filing cycle, uncapped — adds/new and trims from the resolved book, exits from the rotation feed本申报周期，不设上限——新建/加仓与减持取自已解析持仓，清仓取自轮动数据Rotated into轮入 (0)
| no new buys this cycle本周期无新买入 |
Rotated out of轮出 (3)
| MSFT trim |
-10% | -6% |
| GOOGL trim |
-74% | -12% |
| HLT trim |
-97% | +1% |
Trade log交易记录
last 40 graded trades, filing-date anchored, newest first — variable hold vs SPY最近40笔已评分交易，以申报日为锚，最新在前——持有期不定，相对SPYNo graded trades available for this fund.该基金暂无已评分交易。
Caveats注意事项 —
13F = quarterly, ~45-day lag, long-only US listed ≥$100M. No shorts, no cash, no non-US positions. This desk is context — ownership is never a directional signal here.13F = 季度披露，约45天滞后，仅含美股多头且持仓≥1亿美元。不含空头、现金或非美股仓位。本台仅为背景参考——持仓数据在此永远不是方向性信号。
Grades and reliability are descriptive ranks within a curated survivor cohort — they measure what filings did after their filing dates, not a manager-selection edge. Conviction and core-lean reads are descriptive composites earning a forward record via the pre-registered ledger (L5); sector/theme classification applies the current map to history.评级与可靠性为精选幸存者队列中的描述性排名——衡量申报日之后持仓的表现，而非经理选择能力。信念分与核心倾向为描述性综合指标，通过预注册账本（L5）积累前瞻记录；行业/主题分类将当前映射应用于历史。