Cat Rock Capital Management as of March 31, 2024
Portfolio Holdings for Cat Rock Capital Management
Cat Rock Capital Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Meta Platforms Cl A (META) | 21.3 | $186M | 384k | 485.58 | |
Kaspi Kz Jsc Sponsored Ads (KSPI) | 19.7 | $172M | 1.3M | 128.64 | |
Semrush Hldgs Cl A Com (SEMR) | 12.9 | $113M | 8.5M | 13.26 | |
Docebo (DCBO) | 11.1 | $97M | 2.0M | 48.91 | |
Alphabet Cap Stk Cl C (GOOG) | 8.7 | $76M | 501k | 152.26 | |
Microsoft Corporation (MSFT) | 7.9 | $69M | 163k | 420.72 | |
Pdd Holdings Sponsored Ads (PDD) | 6.7 | $59M | 504k | 116.25 | |
First Advantage Corp (FA) | 4.3 | $38M | 2.3M | 16.22 | |
Ares Management Corporation Cl A Com Stk (ARES) | 4.3 | $38M | 282k | 132.98 | |
Docusign (DOCU) | 1.6 | $14M | 231k | 59.55 | |
Blue Owl Capital Com Cl A (OWL) | 1.0 | $8.5M | 451k | 18.86 | |
Stride (LRN) | 0.6 | $4.9M | 78k | 63.05 |