13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002451
Total Value
$543.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOCEBO INC | DCBO | 5,379,850 | $177.9M | 32.71% |
| 2 | MICROSOFT CORP | MSFT | 294,000 | $70.5M | 12.96% |
| 3 | SEMRUSH HLDGS INC | SEMR | 6,863,995 | $55.9M | 10.27% |
| 4 | ALPHABET INC | GOOG | 487,600 | $43.3M | 7.95% |
| 5 | HUBSPOT INC | HUBS | 141,282 | $40.8M | 7.51% |
| 6 | META PLATFORMS INC | META | 307,192 | $37.0M | 6.80% |
| 7 | TRANSDIGM GROUP INC | TDG | 49,523 | $31.2M | 5.73% |
| 8 | FIRST ADVANTAGE CORP NEW | FA | 1,798,000 | $23.4M | 4.30% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 296,820 | $22.6M | 4.16% |
| 10 | ENGAGESMART INC | 29283F103 | 1,204,349 | $21.2M | 3.90% |
| 11 | DOCUSIGN INC | DOCU | 246,000 | $13.6M | 2.51% |
| 12 | SPRINKLR INC | CXM | 795,000 | $6.5M | 1.19% |