John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
MCO - Moody's Corp. Add 5.84% 47,533 0.50
AMZN - Amazon.com Inc. Add 3.46% 253,412 1.28
V - Visa Inc. Reduce 3.48% 18,000 0.12
MA - Mastercard Inc. Reduce 3.51% 19,000 0.21
TDG - TransDigm Group Inc. Reduce 6.21% 60,232 1.57
MSFT - Microsoft Corp. Reduce 10.32% 214,820 2.04
GOOGL - Alphabet Inc. Reduce 74.38% 126,000 0.77
HLT - Hilton Worldwide Holdings Reduce 97.17% 527,272 2.97
Q4 2025
TDG - TransDigm Group Inc. Reduce 0.72% 6,992 0.17
V - Visa Inc. Reduce 3.16% 16,845 0.11
AMZN - Amazon.com Inc. Reduce 3.22% 243,719 0.98
MA - Mastercard Inc. Reduce 7.23% 42,250 0.44
MCO - Moody's Corp. Reduce 14.15% 134,232 1.17
MSFT - Microsoft Corp. Reduce 18.95% 486,910 4.61
GOOGL - Alphabet Inc. Reduce 50.81% 175,000 0.78
FICO - Fair Isaac Corp. Sell 100.00% 667 0.02
Q3 2025
AMZN - Amazon.com Inc. Add 20.43% 1,282,347 5.15
V - Visa Inc. Reduce 0.35% 1,890 0.01
HLT - Hilton Worldwide Holdings Reduce 0.36% 1,983 0.01
MSFT - Microsoft Corp. Reduce 0.36% 9,382 0.09
TDG - TransDigm Group Inc. Reduce 0.36% 3,558 0.10
MA - Mastercard Inc. Reduce 0.37% 2,168 0.02
MCO - Moody's Corp. Reduce 0.37% 3,519 0.03
FICO - Fair Isaac Corp. Reduce 0.45% 3 0.00
GOOGL - Alphabet Inc. Reduce 67.06% 701,038 2.25
Q2 2025
HLT - Hilton Worldwide Holdings Add 98.79% 270,639 1.32
AMZN - Amazon.com Inc. Add 20.63% 1,073,491 4.30
MCO - Moody's Corp. Add 0.14% 1,349 0.01
V - Visa Inc. Reduce 37.04% 315,000 2.22
GOOGL - Alphabet Inc. Reduce 69.74% 2,408,938 7.49
Q1 2025
HLT - Hilton Worldwide Holdings Add 199.97% 182,629 0.83
MSFT - Microsoft Corp. Add 36.32% 687,008 5.18
GOOGL - Alphabet Inc. Reduce 0.76% 26,434 0.10
AMZN - Amazon.com Inc. Reduce 1.44% 75,905 0.34
TDG - TransDigm Group Inc. Reduce 2.06% 20,654 0.53
V - Visa Inc. Reduce 2.80% 24,500 0.16
CHTR - Charter Communications Sell 100.00% 6,025 0.04
Q4 2024
GOOGL - Alphabet Inc. Add 4.41% 146,896 0.56
HLT - Hilton Worldwide Holdings Buy 91,328 0.46
MSFT - Microsoft Corp. Reduce 2.23% 43,175 0.37
AMZN - Amazon.com Inc. Reduce 2.30% 124,000 0.46
TDG - TransDigm Group Inc. Reduce 4.55% 47,660 1.34
MA - Mastercard Inc. Reduce 5.45% 33,779 0.33
MCO - Moody's Corp. Reduce 10.85% 115,714 1.08
V - Visa Inc. Reduce 21.77% 243,471 1.32
FICO - Fair Isaac Corp. Reduce 98.07% 33,982 1.30
Q3 2024
MA - Mastercard Inc. Add 132.19% 353,000 3.43
AMZN - Amazon.com Inc. Add 30.82% 1,272,860 4.67
MCO - Moody's Corp. Reduce 1.88% 20,461 0.18
TDG - TransDigm Group Inc. Reduce 2.33% 25,000 0.66
GOOGL - Alphabet Inc. Reduce 16.70% 668,205 2.50
V - Visa Inc. Reduce 37.11% 660,000 3.57
Q2 2024
MCO - Moody's Corp. Add 35.86% 286,945 2.49
MSFT - Microsoft Corp. Add 10.30% 180,630 1.66
FICO - Fair Isaac Corp. Buy 34,652 1.06
AMZN - Amazon.com Inc. Reduce 1.78% 75,000 0.29
GOOGL - Alphabet Inc. Reduce 6.60% 283,000 0.92
TDG - TransDigm Group Inc. Reduce 7.19% 83,134 2.20
CHTR - Charter Communications Reduce 98.81% 498,843 3.11
Q1 2024
MA - Mastercard Inc. Reduce 0.73% 1,961 0.02
MCO - Moody's Corp. Reduce 1.30% 10,500 0.09
V - Visa Inc. Reduce 2.67% 48,770 0.28
AMZN - Amazon.com Inc. Reduce 5.19% 230,174 0.78
TDG - TransDigm Group Inc. Reduce 6.56% 81,224 1.83
GOOGL - Alphabet Inc. Reduce 11.83% 574,720 1.79
MSFT - Microsoft Corp. Reduce 11.88% 236,528 1.98
CHTR - Charter Communications Reduce 12.01% 68,892 0.60
Q4 2023
MCO - Moody's Corp. Add 135.35% 466,201 4.06
CHTR - Charter Communications Add 15.28% 76,058 0.66
AMZN - Amazon.com Inc. Reduce 3.60% 165,600 0.53
MA - Mastercard Inc. Reduce 4.09% 11,457 0.11
TDG - TransDigm Group Inc. Reduce 5.53% 72,464 1.53
GOOGL - Alphabet Inc. Reduce 7.59% 399,392 1.31
MSFT - Microsoft Corp. Reduce 9.98% 220,798 1.75
V - Visa Inc. Reduce 12.07% 250,867 1.45
Q3 2023
MCO - Moody's Corp. Add 31.70% 82,900 0.66
CHTR - Charter Communications Add 24.59% 98,237 1.08
V - Visa Inc. Add 4.88% 96,744 0.56
MSFT - Microsoft Corp. Reduce 2.66% 60,529 0.49
TDG - TransDigm Group Inc. Reduce 3.49% 47,405 1.02
MA - Mastercard Inc. Reduce 4.77% 14,059 0.13
GOOGL - Alphabet Inc. Reduce 8.32% 477,378 1.37
AMZN - Amazon.com Inc. Reduce 9.92% 506,547 1.59
Q2 2023
V - Visa Inc. Add 20.21% 333,152 1.90
TDG - TransDigm Group Inc. Reduce 1.85% 25,633 0.52
MSFT - Microsoft Corp. Reduce 2.57% 59,888 0.47
GOOGL - Alphabet Inc. Reduce 8.69% 545,817 1.55
AMZN - Amazon.com Inc. Reduce 12.93% 758,170 2.14
Q1 2023
CHTR - Charter Communications Add 19.43% 65,000 0.64
AMZN - Amazon.com Inc. Add 3.91% 220,581 0.62
V - Visa Inc. Reduce 1.55% 26,000 0.17
TDG - TransDigm Group Inc. Reduce 1.89% 26,600 0.53
MA - Mastercard Inc. Reduce 2.16% 6,500 0.07
GOOGL - Alphabet Inc. Reduce 2.30% 148,000 0.41
MSFT - Microsoft Corp. Reduce 8.91% 228,200 1.72
Q4 2022
AMZN - Amazon.com Inc. Add 71.35% 2,350,336 6.20
MCO - Moody's Corp. Add 3.53% 8,926 0.08
CHTR - Charter Communications Reduce 3.17% 10,940 0.11
V - Visa Inc. Reduce 3.46% 59,981 0.35
TDG - TransDigm Group Inc. Reduce 6.17% 92,655 1.59
GOOGL - Alphabet Inc. Reduce 8.18% 573,183 1.79
MA - Mastercard Inc. Reduce 8.27% 27,153 0.25
MSFT - Microsoft Corp. Reduce 9.17% 258,380 1.97
Q3 2022
GOOGL - Alphabet Inc. Add 1,971.27% 6,665,470 20.87
MCO - Moody's Corp. Add 104.86% 129,298 1.03
MA - Mastercard Inc. Add 32.08% 79,714 0.74
V - Visa Inc. Add 10.57% 165,703 0.96
AMZN - Amazon.com Inc. Add 7.49% 229,614 0.85
MSFT - Microsoft Corp. Add 3.17% 86,500 0.66
TDG - TransDigm Group Inc. Add 3.00% 43,700 0.75
CHTR - Charter Communications Reduce 40.71% 237,146 3.43
Q2 2022
AMZN - Amazon.com Inc. Add 20.41% 519,500 1.70
V - Visa Inc. Add 4.83% 72,300 0.44
MSFT - Microsoft Corp. Add 3.67% 96,700 0.77
TDG - TransDigm Group Inc. Add 2.63% 37,400 0.62
GOOGL - Alphabet Inc. Add 0.90% 3,020 0.20
MA - Mastercard Inc. Reduce 1.11% 2,800 0.03
CHTR - Charter Communications Reduce 9.05% 57,997 0.81
META - Meta Platforms Inc. Sell 100.00% 108,039 0.61
Q1 2022
MSFT - Microsoft Corp. Add 53.20% 915,133 7.20
GOOGL - Alphabet Inc. Add 16.21% 46,734 3.31
TDG - TransDigm Group Inc. Add 5.20% 70,225 1.17
AMZN - Amazon.com Inc. Buy 2,544,920 10.58
CHTR - Charter Communications Reduce 52.53% 708,929 12.18
META - Meta Platforms Inc. Reduce 79.58% 421,150 3.73
Q4 2021
V - Visa Inc. Add 17,472.26% 1,487,588 8.50
MA - Mastercard Inc. Add 42.55% 75,000 0.71
CHTR - Charter Communications Add 13.43% 159,814 2.75
TDG - TransDigm Group Inc. Add 1.88% 24,872 0.42
GOOGL - Alphabet Inc. Add 0.87% 2,500 0.19
META - Meta Platforms Inc. Reduce 72.67% 1,406,849 12.88
Q3 2021
MSFT - Microsoft Corp. Add 108.93% 896,843 6.82
TDG - TransDigm Group Inc. Add 5.57% 70,000 1.18
CHTR - Charter Communications Reduce 1.23% 14,850 0.30
GOOGL - Alphabet Inc. Reduce 10.64% 34,040 2.30
META - Meta Platforms Inc. Reduce 13.38% 299,144 2.88
MCO - Moody's Corp. Reduce 46.07% 105,358 1.06
Q2 2021
TDG - TransDigm Group Inc. Add 31.87% 303,619 5.44
CHTR - Charter Communications Add 16.70% 172,374 3.44
META - Meta Platforms Inc. Add 2.64% 57,500 0.55
MSFT - Microsoft Corp. Buy 823,333 6.17
Q1 2021
META - Meta Platforms Inc. Add 27.21% 465,800 5.21
CHTR - Charter Communications Add 15.36% 137,451 3.22
TDG - TransDigm Group Inc. Reduce 7.11% 72,962 1.89
Q4 2020
META - Meta Platforms Inc. Buy 1,711,882 19.60
V - Visa Inc. Reduce 0.02% 2 0.00
GOOGL - Alphabet Inc. Reduce 11.35% 40,969 2.83
TDG - TransDigm Group Inc. Reduce 16.28% 199,436 4.47
CHTR - Charter Communications Reduce 18.32% 200,723 5.91
MA - Mastercard Inc. Reduce 54.45% 210,691 3.36
MCO - Moody's Corp. Reduce 65.61% 436,187 5.96
Q3 2020
TDG - TransDigm Group Inc. Add 2.74% 32,629 0.73
GOOGL - Alphabet Inc. Add 0.18% 642 0.04
CHTR - Charter Communications Reduce 4.84% 55,695 1.46
MA - Mastercard Inc. Reduce 6.07% 25,000 0.38
MCO - Moody's Corp. Reduce 9.60% 70,639 1.00
Q2 2020
GOOGL - Alphabet Inc. Add 23.82% 69,300 5.04
TDG - TransDigm Group Inc. Add 18.04% 182,265 4.13
MA - Mastercard Inc. Add 13.81% 50,000 0.76
CHTR - Charter Communications Add 5.07% 55,552 1.45
MCO - Moody's Corp. Reduce 50.50% 750,230 10.07
V - Visa Inc. Reduce 95.92% 200,000 2.04
Q1 2020
TDG - TransDigm Group Inc. Add 72.68% 425,143 8.65
MCO - Moody's Corp. Add 41.46% 435,463 5.85
GOOGL - Alphabet Inc. Add 26.50% 60,943 4.50
CHTR - Charter Communications Add 1.29% 14,000 0.39
MA - Mastercard Inc. Reduce 8.82% 35,000 0.65
V - Visa Inc. Reduce 17.10% 43,000 0.50
ORLY - O'Reilly Automotive Sell 100.00% 93,918 2.55
Q4 2019
GOOGL - Alphabet Inc. Buy 230,000 19.06
Q3 2019
CHTR - Charter Communications Add 13.35% 127,388 4.55
TDG - TransDigm Group Inc. Reduce 3.47% 21,000 0.88
MCO - Moody's Corp. Reduce 7.08% 80,000 1.35
V - Visa Inc. Reduce 10.97% 31,000 0.46
ORLY - O'Reilly Automotive Reduce 69.58% 214,811 6.85
Q2 2019
CHTR - Charter Communications Add 10.97% 94,316 3.22
TDG - TransDigm Group Inc. Reduce 5.69% 36,561 1.58
Q4 2018
TDG - TransDigm Group Inc. Add 20.22% 108,054 4.37
MCO - Moody's Corp. Add 16.89% 163,354 2.72
CHTR - Charter Communications Add 12.16% 93,252 3.16
MA - Mastercard Inc. Reduce 0.34% 1,350 0.03
ORLY - O'Reilly Automotive Reduce 1.56% 4,900 0.16
BKNG - Booking Holdings Inc. Sell 100.00% 3,002,075 21.88
Q3 2018
BKNG - Booking Holdings Inc. Add 16.04% 415,000 3.02
CHTR - Charter Communications Add 11.68% 80,200 2.40
ORLY - O'Reilly Automotive Reduce 5.84% 19,450 0.55
Q2 2018
CHTR - Charter Communications Add 16.43% 96,884 2.94
BKNG - Booking Holdings Inc. Add 1.27% 32,500 0.27
ORLY - O'Reilly Automotive Buy 333,079 9.42
WAB - WABTEC Corp. Sell 100.00% 666,426 6.21
Q1 2018
CHTR - Charter Communications Add 34.56% 151,411 5.39
BKNG - Booking Holdings Inc. Buy 2,554,575 24.33
WAB - WABTEC Corp. Reduce 2.91% 20,000 0.21
TDG - TransDigm Group Inc. Reduce 7.78% 45,100 1.63
PCLN - Priceline Group Inc Sell 100.00% 94,263 21.52
Q4 2017
CHTR - Charter Communications Add 88.37% 205,530 9.07
PCLN - Priceline Group Inc Add 18.70% 14,850 3.39
TDG - TransDigm Group Inc. Reduce 10.36% 67,000 2.50
MCO - Moody's Corp. Reduce 10.67% 115,529 2.35
Q3 2017
TDG - TransDigm Group Inc. Add 13.00% 74,367 2.78
CHTR - Charter Communications Reduce 43.35% 177,964 8.44
Q2 2017
TDG - TransDigm Group Inc. Add 6.73% 36,094 1.37
CHTR - Charter Communications Add 6.48% 25,000 1.19
LBTYK - Liberty Global Ltd CL C Sell 100.00% 1,254,232 6.52
Q1 2017
PCLN - Priceline Group Inc Add 19.94% 13,200 3.48
MCO - Moody's Corp. Add 0.38% 4,100 0.07
WAB - WABTEC Corp. Reduce 0.49% 3,400 0.04
MA - Mastercard Inc. Reduce 1.34% 5,400 0.08
TDG - TransDigm Group Inc. Reduce 9.37% 55,434 2.02
CHTR - Charter Communications Reduce 19.95% 96,100 4.05
LBTYK - Liberty Global Ltd CL C Reduce 51.49% 1,331,127 5.79
Q4 2016
TDG - TransDigm Group Inc. Add 34.69% 152,356 5.56
MCO - Moody's Corp. Add 11.74% 113,336 1.57
PCLN - Priceline Group Inc Buy 66,213 14.22
CHTR - Charter Communications Reduce 12.10% 66,300 2.85
WAB - WABTEC Corp. Reduce 17.86% 150,000 1.95
LBTYK - Liberty Global Ltd CL C Reduce 18.13% 572,475 3.01
1LGE - Liberty Lilac Group - C Sell 100.00% 398,745 1.78
Q3 2016
WAB - WABTEC Corp. Buy 839,826 10.92
MCO - Moody's Corp. Reduce 2.72% 27,019 0.46
LBTYK - Liberty Global Ltd CL C Reduce 10.47% 369,299 1.92
BRK.B - Berkshire Hathaway CL B Sell 100.00% 315,375 8.30
IBKR - Interactive Brokers Group Inc. Sell 100.00% 7,201 0.05
Q2 2016
1LGE - Liberty Lilac Group - C Add 765.99% 352,700 2.08
LBTYK - Liberty Global Ltd CL C Add 25.20% 710,000 3.70
BRK.B - Berkshire Hathaway CL B Buy 315,375 8.30
CHTR - Charter Communications Reduce 1.69% 9,394 0.35
MCO - Moody's Corp. Reduce 4.60% 47,780 0.85
TDG - TransDigm Group Inc. Reduce 39.86% 291,067 11.82
IBKR - Interactive Brokers Group Inc. Reduce 73.53% 20,000 0.15
Q1 2016
MCO - Moody's Corp. Add 23.44% 197,429 3.51
LBTYK - Liberty Global Ltd CL C Add 17.88% 427,300 2.96
CHTR - Charter Communications Add 14.36% 70,000 2.61
V - Visa Inc. Add 12.82% 32,100 0.45
TDG - TransDigm Group Inc. Add 5.03% 34,972 1.42
Q4 2015
LBTYK - Liberty Global Ltd CL C Add 37.82% 655,869 5.44
MCO - Moody's Corp. Add 14.68% 107,860 2.20
TDG - TransDigm Group Inc. Add 12.16% 75,380 3.50
CHTR - Charter Communications Reduce 2.77% 13,900 0.58
Q3 2015
LBTYK - Liberty Global Ltd CL C Add 63.92% 676,170 6.61
MCO - Moody's Corp. Add 57.31% 267,595 6.26
CHTR - Charter Communications Add 56.11% 180,146 7.55
TDG - TransDigm Group Inc. Add 42.95% 186,242 9.43
MA - Mastercard Inc. Add 2.10% 8,300 0.18
1LGE - Liberty Lilac Group - C Buy 46,045 0.38
V - Visa Inc. Reduce 10.59% 29,660 0.64
IBKR - Interactive Brokers Group Inc. Reduce 17.82% 5,900 0.08
Q2 2015
CHTR - Charter Communications Add 312.44% 243,235 13.29
TDG - TransDigm Group Inc. Add 87.11% 201,871 14.46
LBTYK - Liberty Global Ltd CL C Add 31.67% 254,400 4.11
MA - Mastercard Inc. Add 26.85% 83,700 2.50
MCO - Moody's Corp. Add 8.03% 34,699 1.19
IBKR - Interactive Brokers Group Inc. Buy 33,101 0.44
V - Visa Inc. Reduce 18.84% 65,000 2.12
Q1 2015
V - Visa Inc. Add 428.09% 279,732 9.14
MCO - Moody's Corp. Add 98.80% 214,800 11.14
LBTYK - Liberty Global Ltd CL C Add 69.24% 328,687 8.18
TDG - TransDigm Group Inc. Add 49.44% 76,666 8.38
MA - Mastercard Inc. Add 20.02% 52,000 2.25
CHTR - Charter Communications Buy 77,850 7.51
DPZ - Dominos Pizza Inc. Sell 100.00% 76,498 5.96