Cat Rock Capital Management as of June 30, 2025
Portfolio Holdings for Cat Rock Capital Management
Cat Rock Capital Management holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 28.6 | $227M | 307k | 738.09 | |
| Microsoft Corporation (MSFT) | 15.6 | $124M | 248k | 497.41 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 8.9 | $70M | 829k | 84.89 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.5 | $60M | 263k | 226.49 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.0 | $47M | 453k | 104.66 | |
| Semrush Hldgs Cl A Com (SEMR) | 5.6 | $45M | 4.9M | 9.05 | |
| First Advantage Corp (FA) | 5.0 | $39M | 2.4M | 16.61 | |
| Docebo (DCBO) | 4.0 | $32M | 1.1M | 28.97 | |
| Blue Owl Capital Com Cl A (OWL) | 3.5 | $28M | 1.4M | 19.21 | |
| Msci (MSCI) | 3.5 | $28M | 48k | 576.74 | |
| Stride (LRN) | 3.0 | $24M | 166k | 145.19 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 2.8 | $22M | 129k | 173.20 | |
| Docusign (DOCU) | 2.3 | $18M | 231k | 77.89 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $16M | 11k | 1520.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $15M | 85k | 177.39 |
