13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007848
Total Value
$753.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 325,789 | $187.8M | 24.92% |
| 2 | MICROSOFT CORP | MSFT | 280,089 | $105.1M | 13.95% |
| 3 | KASPI KZ JSC | 48581R205 | 1,013,811 | $94.1M | 12.49% |
| 4 | PDD HOLDINGS INC | PDD | 675,414 | $79.9M | 10.61% |
| 5 | SEMRUSH HLDGS INC | SEMR | 5,186,842 | $48.4M | 6.42% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 222,783 | $37.0M | 4.91% |
| 7 | FIRST ADVANTAGE CORP NEW | FA | 2,355,826 | $33.2M | 4.41% |
| 8 | SHIFT4 PMTS INC | 82452J109 | 394,932 | $32.3M | 4.28% |
| 9 | DOCEBO INC | DCBO | 1,094,869 | $31.5M | 4.18% |
| 10 | STRIDE INC | LRN | 217,253 | $27.5M | 3.65% |
| 11 | BLUE OWL CAPITAL INC | OWL | 1,164,446 | $23.3M | 3.10% |
| 12 | DOCUSIGN INC | DOCU | 231,000 | $18.8M | 2.50% |
| 13 | UBER TECHNOLOGIES INC | UBER | 184,732 | $13.5M | 1.79% |
| 14 | ALPHABET INC | GOOG | 85,090 | $13.3M | 1.76% |
| 15 | TRANSDIGM GROUP INC | TDG | 5,636 | $7.8M | 1.03% |