Cat Rock Capital Management as of Sept. 30, 2024
Portfolio Holdings for Cat Rock Capital Management
Cat Rock Capital Management holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 24.7 | $218M | 380k | 572.44 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 16.1 | $142M | 1.3M | 105.99 | |
| Semrush Hldgs Cl A Com (SEMR) | 11.2 | $99M | 6.3M | 15.71 | |
| Pdd Holdings Sponsored Ads (PDD) | 10.5 | $93M | 690k | 134.81 | |
| Docebo (DCBO) | 9.8 | $86M | 2.0M | 44.13 | |
| Microsoft Corporation (MSFT) | 5.4 | $48M | 111k | 430.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $47M | 278k | 167.19 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.5 | $40M | 231k | 173.67 | |
| First Advantage Corp (FA) | 4.1 | $36M | 1.8M | 19.85 | |
| Blue Owl Capital Com Cl A (OWL) | 3.8 | $33M | 1.7M | 19.36 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 3.0 | $27M | 171k | 155.84 | |
| Docusign (DOCU) | 1.6 | $14M | 231k | 62.09 |
