13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016662
Total Value
$810.4M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 270,112 | $198.4M | 24.48% |
| 2 | MICROSOFT CORP | MSFT | 225,423 | $116.8M | 14.41% |
| 3 | PDD HOLDINGS INC | PDD | 445,228 | $58.8M | 7.26% |
| 4 | KASPI KZ JSC | 48581R205 | 645,001 | $52.7M | 6.50% |
| 5 | FIRST ADVANTAGE CORP NEW | FA | 3,068,369 | $47.2M | 5.83% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 164,676 | $46.0M | 5.68% |
| 7 | TKO GROUP HOLDINGS INC | TKO | 226,600 | $45.8M | 5.65% |
| 8 | INTUIT | INTU | 54,180 | $37.0M | 4.57% |
| 9 | SEMRUSH HLDGS INC | SEMR | 4,739,654 | $33.6M | 4.14% |
| 10 | STRIDE INC | LRN | 203,614 | $30.3M | 3.74% |
| 11 | TRANSDIGM GROUP INC | TDG | 22,679 | $29.9M | 3.69% |
| 12 | DOCEBO INC | DCBO | 1,094,869 | $29.9M | 3.69% |
| 13 | MSCI INC | MSCI | 50,341 | $28.6M | 3.52% |
| 14 | BLUE OWL CAPITAL INC | OWL | 1,212,746 | $20.5M | 2.53% |
| 15 | ALPHABET INC | GOOG | 75,390 | $18.4M | 2.27% |
| 16 | DOCUSIGN INC | DOCU | 231,000 | $16.7M | 2.05% |