13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002808
Total Value
$765.0M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 334,491 | $195.8M | 25.60% |
| 2 | KASPI KZ JSC | 48581R205 | 1,024,811 | $97.1M | 12.69% |
| 3 | PDD HOLDINGS INC | PDD | 822,714 | $79.8M | 10.43% |
| 4 | SEMRUSH HLDGS INC | SEMR | 5,521,881 | $65.6M | 8.58% |
| 5 | DOCEBO INC | DCBO | 1,094,869 | $49.1M | 6.41% |
| 6 | ALPHABET INC | GOOG | 246,606 | $47.0M | 6.14% |
| 7 | MICROSOFT CORP | MSFT | 97,125 | $40.9M | 5.35% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 206,200 | $40.7M | 5.32% |
| 9 | SHIFT4 PMTS INC | 82452J109 | 377,930 | $39.2M | 5.13% |
| 10 | STRIDE INC | LRN | 353,066 | $36.7M | 4.80% |
| 11 | FIRST ADVANTAGE CORP NEW | FA | 1,849,426 | $34.6M | 4.53% |
| 12 | DOCUSIGN INC | DOCU | 231,000 | $20.8M | 2.72% |
| 13 | BLUE OWL CAPITAL INC | OWL | 495,395 | $11.5M | 1.51% |
| 14 | ARES MANAGEMENT CORPORATION | ARES-PB | 34,595 | $6.1M | 0.80% |