CAT ROCK CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SEMR | 4.74M | $33.56M |
 | FA | 3.07M | $47.22M |
 | OWL | 1.21M | $20.53M |
 | DCBO | 1.09M | $29.87M |
 | PDD | 445K | $58.85M |
 | META | 270K | $198.36M |
 | DOCU | 231K | $16.65M |
 | TKO | 227K | $45.76M |
 | MSFT | 225K | $116.76M |
 | LRN | 204K | $30.33M |
 | TSM | 165K | $45.99M |
 | GOOG | 75K | $18.36M |
 | INTU | 54K | $37.00M |
 | MSCI | 50K | $28.56M |
 | TDG | 23K | $29.89M |
Semrush Holdings, Inc.
SEMR
Shares Held
4.74M
Value
$33.56M
First Advantage Corporation
FA
Shares Held
3.07M
Value
$47.22M
Blue Owl Capital Inc.
OWL
Shares Held
1.21M
Value
$20.53M
Docebo Inc.
DCBO
Shares Held
1.09M
Value
$29.87M
PDD Holdings Inc.
PDD
Shares Held
445K
Value
$58.85M
Meta Platforms, Inc.
META
Shares Held
270K
Value
$198.36M
DocuSign, Inc.
DOCU
Shares Held
231K
Value
$16.65M
TKO Group Holdings, Inc.
TKO
Shares Held
227K
Value
$45.76M
Microsoft Corporation
MSFT
Shares Held
225K
Value
$116.76M
Stride, Inc.
LRN
Shares Held
204K
Value
$30.33M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
165K
Value
$45.99M
Alphabet Inc.
GOOG
Shares Held
75K
Value
$18.36M
Intuit Inc.
INTU
Shares Held
54K
Value
$37.00M
MSCI Inc.
MSCI
Shares Held
50K
Value
$28.56M
TransDigm Group Incorporated
TDG
Shares Held
23K
Value
$29.89M