- By insider

Beverly, MA, based Investment company Altarock Partners Llc (Current Portfolio) buys Microsoft Corp, TransDigm Group Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Altarock Partners Llc. As of 2021Q2, Altarock Partners Llc owns 8 stocks with a total value of $3.6 billion. These are the details of the buys and sells.

• New Purchases: MSFT,

• Added Positions: TDG, CHTR, FB,

• Warning! GuruFocus has detected 9 Warning Signs with TDG. Click here to check it out.

• TDG 15-Year Financial Data

• The intrinsic value of TDG

• Peter Lynch Chart of TDG

For the details of Mark Massey's stock buys and sells,
go to https://www.gurufocus.com/guru/mark+massey/current-portfolio/portfolio

These are the top 5 holdings of Mark Massey

1. Charter Communications Inc (CHTR) - 1,204,513 shares, 24.05% of the total portfolio. Shares added by 16.70%

2. TransDigm Group Inc (TDG) - 1,256,182 shares, 22.51% of the total portfolio. Shares added by 31.87%

3. Alphabet Inc (GOOGL) - 319,916 shares, 21.62% of the total portfolio.

4. Facebook Inc (FB) - 2,235,182 shares, 21.51% of the total portfolio. Shares added by 2.64%

5. Microsoft Corp (MSFT) - 823,333 shares, 6.17% of the total portfolio. New Position

New Purchase: Microsoft Corp (MSFT)

Altarock Partners Llc initiated holding in Microsoft Corp. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $294.600000. The impact to a portfolio due to this purchase was 6.17%. The holding were 823,333 shares as of 2021-06-30.

Added: TransDigm Group Inc (TDG)

Altarock Partners Llc added to a holding in TransDigm Group Inc by 31.87%. The purchase prices were between $578.24 and $682.63, with an estimated average price of $626.69. The stock is now traded at around $603.840000. The impact to a portfolio due to this purchase was 5.44%. The holding were 1,256,182 shares as of 2021-06-30.

Here is the complete portfolio of Mark Massey. Also check out:

1. Mark Massey's Undervalued Stocks

2. Mark Massey's Top Growth Companies, and

3. Mark Massey's High Yield stocks

4. Stocks that Mark Massey keeps buyingThis article first appeared on GuruFocus.