Altar Rock LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.
Largest position changes
Per our estimates, the biggest moves in the fund's portfolio this period were:
$LEG
Increased by 3,593 shares · est. $77,377
+$77.4K
▲ 18.92%
$NFLX
Increased by 415 shares · est. $67,588
+$67.6K
▲ 10.57%
$GOOG
Decreased by 1,176 shares · est. $267,488
−$267.5K
▼ 52.81%
$TWLO
Decreased by 977 shares · est. $42,658
−$42.7K
▼ 49.49%
$MA
Increased by 20 shares · est. $16,602
+$16.6K
▲ 4.41%
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
See the full portfolio and track moves made by other funds.
Open fund page