Altarock Partners's position in Microsoft is currently worth $795 Million. That's 16.35% of their entire equity portfolio (2nd largest holding). Altarock Partners started to build up the position in Microsoft in Q2 2021 and continued to invest until Q3 2022. Since then they sold 828 Thousand shares. The stake costed the investor $561 Million, netting the investor a gain of 42% so far.
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