Cat Rock Capital Management as of March 31, 2025
Portfolio Holdings for Cat Rock Capital Management
Cat Rock Capital Management holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 24.9 | $188M | 326k | 576.36 | |
| Microsoft Corporation (MSFT) | 14.0 | $105M | 280k | 375.39 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 12.5 | $94M | 1.0M | 92.85 | |
| Pdd Holdings Sponsored Ads (PDD) | 10.6 | $80M | 675k | 118.35 | |
| Semrush Hldgs Cl A Com (SEMR) | 6.4 | $48M | 5.2M | 9.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $37M | 223k | 166.00 | |
| First Advantage Corp (FA) | 4.4 | $33M | 2.4M | 14.09 | |
| Shift4 Pmts Cl A (FOUR) | 4.3 | $32M | 395k | 81.71 | |
| Docebo (DCBO) | 4.2 | $32M | 1.1M | 28.79 | |
| Stride (LRN) | 3.6 | $28M | 217k | 126.50 | |
| Blue Owl Capital Com Cl A (OWL) | 3.1 | $23M | 1.2M | 20.04 | |
| Docusign (DOCU) | 2.5 | $19M | 231k | 81.40 | |
| Uber Technologies (UBER) | 1.8 | $14M | 185k | 72.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $13M | 85k | 156.23 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $7.8M | 5.6k | 1383.29 |
