13F HOLDINGS REPORT
CAT ROCK CAPITAL MANAGEMENT LP
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001214659-26-002115
Total Value
$697.4M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 215,512 | $142.3M | 20.40% |
| 2 | MICROSOFT CORP | MSFT | 208,023 | $100.6M | 14.43% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 298,011 | $62.3M | 8.93% |
| 4 | PDD HOLDINGS INC | PDD | 445,228 | $50.5M | 7.24% |
| 5 | KASPI KZ JSC | 48581R205 | 645,001 | $50.4M | 7.23% |
| 6 | FIRST ADVANTAGE CORP NEW | FA | 3,342,818 | $48.6M | 6.96% |
| 7 | TRANSDIGM GROUP INC | TDG | 29,279 | $38.9M | 5.58% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 127,276 | $38.7M | 5.55% |
| 9 | INTUIT | INTU | 40,880 | $27.1M | 3.88% |
| 10 | DOCEBO INC | DCBO | 1,094,869 | $24.3M | 3.49% |
| 11 | ALPHABET INC | GOOG | 75,390 | $23.7M | 3.39% |
| 12 | MSCI INC | MSCI | 40,941 | $23.5M | 3.37% |
| 13 | ARES MANAGEMENT CORPORATION | ARES-PB | 123,100 | $19.9M | 2.85% |
| 14 | BLUE OWL CAPITAL INC | OWL | 1,220,586 | $18.2M | 2.61% |
| 15 | DOCUSIGN INC | DOCU | 231,000 | $15.8M | 2.27% |
| 16 | STRIDE INC | LRN | 195,663 | $12.7M | 1.82% |