Altar Rock LLC
Long book
$85.2M
Q1 2026
Positions
144
Top-10 weight
43%
concentration
Last quarter
-1.0%
SPY -4.4%
Turnover
43%
of book per quarter
Strategy in plain words
auto-generated from filingsAltar Rock LLC is an institutional manager, running a $85.2M US long book across 144 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: AVANTIS INTERNATIONAL EQUITY, AVANTIS US LARGE CAP VALUE, AVANTIS EMERGING MARKETS EQ, SPDR GOLD SHARES, AFFILIATED MANAGERS GROUP.
Sector allocation
Technology 36%
Financials 16%
Industrials 11%
Consumer discretionary 9%
Healthcare 6%
Services media 6%
Other 5%
Energy 4%
Long book by quarter
What does Altar Rock own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMG AFFILIATED MANAGERS GROUP | Financials | 13.5K | $3.7M | 4.4% | -13.3% |
| NVDA NVIDIA CORP | Technology | 14.9K | $2.6M | 3.0% | -5.1% |
| AAPL APPLE INC | Technology | 9.8K | $2.5M | 2.9% | -4.7% |
| MSFT MICROSOFT CORP | Technology | 4.6K | $1.7M | 2.0% | -2.0% |
| GOOGL ALPHABET INC-CL A | Technology | 4.8K | $1.4M | 1.6% | -4.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.4K | $1.1M | 1.3% | -13.5% |
| META META PLATFORMS INC-CLASS A | Technology | 1.5K | $872K | 1.0% | -3.9% |
| AVGO BROADCOM INC | Technology | 2.4K | $752K | 0.9% | +6.8% |
| JPM JPMORGAN CHASE & CO | Financials | 2.4K | $709K | 0.8% | +27.1% |
| GOOG ALPHABET INC-CL C | Technology | 2.2K | $639K | 0.7% | -6.5% |
| TSLA TESLA INC | Industrials | 1.7K | $630K | 0.7% | +0.3% |
| XOM EXXON MOBIL CORP | Energy | 3.6K | $619K | 0.7% | +1.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $550K | 0.6% | +0.1% |
| CVX CHEVRON CORP | Energy | 2.1K | $443K | 0.5% | -3.4% |
| TXG 10X GENOMICS INC-CLASS A | Healthcare | 20.6K | $437K | 0.5% | +4.2% |
| ABNB AIRBNB INC-CLASS A | Services media | 3.4K | $433K | 0.5% | +34.5% |
| INGR INGREDION INC | Consumer staples | 3.8K | $424K | 0.5% | +49.6% |
| WMT WALMART INC | Consumer discretionary | 3.2K | $396K | 0.5% | +25.8% |
| LLY ELI LILLY & CO | Healthcare | 429 | $395K | 0.5% | +4.4% |
| LRCX LAM RESEARCH CORP | Industrials | 1.8K | $379K | 0.4% | -23.8% |
| NFLX NETFLIX INC | Services media | 3.9K | $378K | 0.4% | -11.0% |
| TSN TYSON FOODS INC-CL A | Consumer staples | 5.8K | $369K | 0.4% | +22.6% |
| RTX RTX CORP | Industrials | 1.9K | $368K | 0.4% | -4.3% |
| HCA HCA HEALTHCARE INC | Healthcare | 752 | $356K | 0.4% | -2.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 349 | $348K | 0.4% | +21.6% |
| FIVE FIVE BELOW | Consumer discretionary | 1.5K | $341K | 0.4% | +26.9% |
| MRK MERCK & CO. INC. | Healthcare | 2.8K | $335K | 0.4% | -7.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 384 | $325K | 0.4% | -21.8% |
| TNL TRAVEL + LEISURE CO | Services media | 4.6K | $318K | 0.4% | +1.6% |
| AMAT APPLIED MATERIALS INC | Technology | 927 | $317K | 0.4% | +2.4% |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 4.3K | $315K | 0.4% | +2.7% |
| V VISA INC-CLASS A SHARES | Services media | 1.0K | $307K | 0.4% | +3.9% |
| CL COLGATE-PALMOLIVE CO | Other | 3.6K | $305K | 0.4% | -5.3% |
| CRUS CIRRUS LOGIC INC | Technology | 2.1K | $303K | 0.4% | +20.5% |
| LYB LYONDELLBASELL INDU-CL A | Other | 3.7K | $296K | 0.3% | -22.9% |
| ANET ARISTA NETWORKS INC | Technology | 2.4K | $294K | 0.3% | -0.3% |
| CRM SALESFORCE INC | Technology | 1.6K | $293K | 0.3% | +93.7% |
| HWM HOWMET AEROSPACE INC | Industrials | 1.2K | $286K | 0.3% | +4.6% |
| WDC WESTERN DIGITAL CORP | Technology | 1.0K | $284K | 0.3% | -13.3% |
| CLH CLEAN HARBORS INC | Utilities | 988 | $283K | 0.3% | -10.2% |
| MTCH MATCH GROUP INC | Technology | 9.2K | $283K | 0.3% | New |
| ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 11.6K | $278K | 0.3% | -2.5% |
| JBL JABIL INC | Technology | 1.0K | $277K | 0.3% | +4.1% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 3.0K | $277K | 0.3% | +33.4% |
| TGT TARGET CORP | Consumer discretionary | 2.3K | $277K | 0.3% | -7.8% |
| TMUS T-MOBILE US INC | Communications | 1.3K | $274K | 0.3% | New |
| RL RALPH LAUREN CORP | Other | 792 | $273K | 0.3% | -0.9% |
| ABBV ABBVIE INC | Healthcare | 1.2K | $271K | 0.3% | +0.1% |
| COP CONOCOPHILLIPS | Energy | 2.0K | $267K | 0.3% | New |
| ED CONSOLIDATED EDISON INC | Utilities | 2.4K | $267K | 0.3% | +15.4% |