13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007169
Total Value
$710.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOCEBO INC | DCBO | 5,129,850 | $208.6M | 29.38% |
| 2 | ALPHABET INC | GOOG | 1,008,016 | $104.8M | 14.76% |
| 3 | MICROSOFT CORP | MSFT | 351,000 | $101.2M | 14.25% |
| 4 | SEMRUSH HLDGS INC | SEMR | 8,395,982 | $84.4M | 11.88% |
| 5 | META PLATFORMS INC | META | 300,492 | $63.7M | 8.97% |
| 6 | FIRST ADVANTAGE CORP NEW | FA | 2,547,500 | $35.6M | 5.01% |
| 7 | SPRINKLR INC | CXM | 2,407,760 | $31.2M | 4.39% |
| 8 | ENGAGESMART INC | 29283F103 | 1,354,349 | $26.1M | 3.67% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 285,820 | $23.4M | 3.29% |
| 10 | TRANSDIGM GROUP INC | TDG | 24,138 | $17.8M | 2.51% |
| 11 | DOCUSIGN INC | DOCU | 231,000 | $13.5M | 1.90% |