13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012243
Total Value
$793.8M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 307,112 | $226.7M | 28.55% |
| 2 | MICROSOFT CORP | MSFT | 248,405 | $123.6M | 15.56% |
| 3 | KASPI KZ JSC | 48581R205 | 828,511 | $70.3M | 8.86% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 262,876 | $59.5M | 7.50% |
| 5 | PDD HOLDINGS INC | PDD | 453,228 | $47.4M | 5.98% |
| 6 | SEMRUSH HLDGS INC | SEMR | 4,923,926 | $44.6M | 5.61% |
| 7 | FIRST ADVANTAGE CORP NEW | FA | 2,365,917 | $39.3M | 4.95% |
| 8 | DOCEBO INC | DCBO | 1,094,869 | $31.7M | 4.00% |
| 9 | BLUE OWL CAPITAL INC | OWL | 1,430,546 | $27.5M | 3.46% |
| 10 | MSCI INC | MSCI | 47,646 | $27.5M | 3.46% |
| 11 | STRIDE INC | LRN | 165,853 | $24.1M | 3.03% |
| 12 | ARES MANAGEMENT CORPORATION | ARES-PB | 128,500 | $22.3M | 2.80% |
| 13 | DOCUSIGN INC | DOCU | 231,000 | $18.0M | 2.27% |
| 14 | TRANSDIGM GROUP INC | TDG | 10,736 | $16.3M | 2.06% |
| 15 | ALPHABET INC | GOOG | 85,090 | $15.1M | 1.90% |