The Analysis of CAT ROCK CAPITAL MANAGEMENT LP's Holdings


Currently, CAT ROCK CAPITAL MANAGEMENT LP holds 16 types of securities in its portfolio with a total value $810.4M. In the most recent quarter, they have increased their positions in TKO (+226.6K shares, valued at $45.8M), INTU (+54.2K shares, valued at $37.0M), TDG (+11.9K shares, valued at $15.7M); decreased their positions in TSM (-98.2K shares, valued at $27.4M), META (-37.0K shares, valued at $27.2M), KSPI (-183.5K shares, valued at $15.0M); initiated new positions in TKO (+226.6K shares, valued at $45.8M), INTU (+54.2K shares, valued at $37.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
META META PLATFORMS INC270.1K shares-12.05%2025-09-302025-11-14history
MSFT MICROSOFT CORP225.4K shares-9.25%2025-09-302025-11-14history
PDD PDD HOLDINGS INC445.2K shares-1.77%2025-09-302025-11-14history
KSPI KASPI KZ JSC645.0K shares-22.15%2025-09-302025-11-14history
FA FIRST ADVANTAGE CORP NEW3.1M shares29.69%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD164.7K shares-37.36%2025-09-302025-11-14history
TKO TKO GROUP HOLDINGS INC226.6K sharesnew addition2025-09-302025-11-14history
INTU INTUIT54.2K sharesnew addition2025-09-302025-11-14history
Sponsored
SEMR SEMRUSH HLDGS INC4.7M shares-3.74%2025-09-302025-11-14history
LRN STRIDE INC203.6K shares22.77%2025-09-302025-11-14history
TDG TRANSDIGM GROUP INC22.7K shares111.24%2025-09-302025-11-14history
DCBO DOCEBO INC1.1M shares0.00%2025-09-302025-11-14history
MSCI MSCI INC50.3K shares5.66%2025-09-302025-11-14history
OWL BLUE OWL CAPITAL INC1.2M shares-15.22%2025-09-302025-11-14history
GOOG ALPHABET INC75.4K shares-11.40%2025-09-302025-11-14history
DOCU DOCUSIGN INC231.0K shares0.00%2025-09-302025-11-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available