CAT ROCK CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FA | 3.34M | $48.57M |
 | OWL | 1.22M | $18.24M |
 | DCBO | 1.09M | $24.33M |
 | PDD | 445K | $50.48M |
 | TKO | 298K | $62.28M |
 | DOCU | 231K | $15.80M |
 | META | 216K | $142.26M |
 | MSFT | 208K | $100.60M |
 | LRN | 196K | $12.70M |
 | TSM | 127K | $38.68M |
 | ARES | 123K | $19.90M |
 | GOOG | 75K | $23.66M |
 | MSCI | 41K | $23.49M |
 | INTU | 41K | $27.08M |
 | TDG | 29K | $38.94M |
First Advantage Corporation
FA
Shares Held
3.34M
Value
$48.57M
Blue Owl Capital Inc.
OWL
Shares Held
1.22M
Value
$18.24M
Docebo Inc.
DCBO
Shares Held
1.09M
Value
$24.33M
PDD Holdings Inc.
PDD
Shares Held
445K
Value
$50.48M
TKO Group Holdings, Inc.
TKO
Shares Held
298K
Value
$62.28M
DocuSign, Inc.
DOCU
Shares Held
231K
Value
$15.80M
Meta Platforms, Inc.
META
Shares Held
216K
Value
$142.26M
Microsoft Corporation
MSFT
Shares Held
208K
Value
$100.60M
Stride, Inc.
LRN
Shares Held
196K
Value
$12.70M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
127K
Value
$38.68M
Ares Management Corporation
ARES
Shares Held
123K
Value
$19.90M
Alphabet Inc.
GOOG
Shares Held
75K
Value
$23.66M
MSCI Inc.
MSCI
Shares Held
41K
Value
$23.49M
Intuit Inc.
INTU
Shares Held
41K
Value
$27.08M
TransDigm Group Incorporated
TDG
Shares Held
29K
Value
$38.94M