CAT ROCK CAPITAL MANAGEMENT LP 13F Holdings

CIK 0001654648 · GREENWICH, CT

As of Sep 30, 2025, CAT ROCK CAPITAL MANAGEMENT LP reported 16 positions worth $810.4M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services270,112 98.4M24.48%
MICROSOFT CORPMSFTTechnology225,423 16.8M14.41%
PDD HOLDINGS INCPDDConsumer Cyclical445,228$58.8M7.26%
JOINT STOCK CO KASPIKZKSPITechnology645,001$52.7M6.50%
FIRST ADVANTAGE CORPFAIndustrials3,068,369$47.2M5.83%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology164,676$46.0M5.68%
TKO GROUP HOLDINGS INCTKOCommunication Services226,600$45.8M5.65%
INTUIT INCINTUTechnology54,180$37.0M4.57%
SEMRUSH HLDGS INCSEMRTechnology4,739,654$33.6M4.14%
STRIDE INCLRNConsumer Defensive203,614$30.3M3.74%
TRANSDIGM GROUP INCTDGIndustrials22,679$29.9M3.69%
DOCEBO INCDCBOTechnology1,094,869$29.9M3.69%
MSCI INCMSCIFinancial Services50,341$28.6M3.52%
BLUE OWL CAPITAL INCOWLFinancial Services1,212,746$20.5M2.53%
ALPHABET INCGOOGEquity75,390 8.4M2.27%
DOCUSIGN INCDOCUTechnology231,000 6.7M2.05%