CAT ROCK CAPITAL MANAGEMENT LP
14 holdingsFiling period: 2026-03-31Current AUM: $724.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 198.5K | $113.6M | $110.5M | 15.25% | -17,000 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 248.9K | $92.1M | $115.7M | 15.96% | +40.9K | 2026-03-31 |
| 3 | ARES | ARES MANAGEMENT CORPORATION | 588.1K | $64.2M | $75.3M | 10.40% | +465.0K | 2026-03-31 |
| 4 | TKO | TKO GROUP HOLDINGS INC | 306.5K | $61.8M | $55.7M | 7.69% | +8.5K | 2026-03-31 |
| 5 | TDG | TRANSDIGM GROUP INC | 46.1K | $53.4M | $57.8M | 7.98% | +16.8K | 2026-03-31 |
| 6 | FA | FIRST ADVANTAGE CORP NEW | 4.23M | $49.7M | $83.9M | 11.58% | +885.2K | 2026-03-31 |
| 7 | KSPI | KASPI KZ JSC | 631.0K | $46.7M | $56.0M | 7.73% | -14,000 | 2026-03-31 |
| 8 | PDD | PDD HOLDINGS INC | 440.2K | $45.0M | $39.0M | 5.38% | -5,000 | 2026-03-31 |
| 9 | LRN | STRIDE INC | 261.6K | $23.1M | $21.0M | 2.90% | +66.0K | 2026-03-31 |
| 10 | MSCI | MSCI INC | 42.0K | $22.6M | $24.0M | 3.32% | +1.1K | 2026-03-31 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 62.2K | $21.0M | $25.1M | 3.47% | -65,100 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 71.7K | $20.6M | $25.6M | 3.53% | -3,700 | 2026-03-31 |
| 13 | DCBO | DOCEBO INC | 1.09M | $19.2M | $22.7M | 3.13% | -- | 2026-03-31 |
| 14 | DOCU | DOCUSIGN INC | 224.6K | $10.6M | $12.3M | 1.70% | -6,400 | 2026-03-31 |
← Scroll →