Cat Rock Capital Management as of Sept. 30, 2025
Portfolio Holdings for Cat Rock Capital Management
Cat Rock Capital Management holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 24.5 | $198M | 270k | 734.38 | |
| Microsoft Corporation (MSFT) | 14.4 | $117M | 225k | 517.95 | |
| Pdd Holdings Sponsored Ads (PDD) | 7.3 | $59M | 445k | 132.17 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 6.5 | $53M | 645k | 81.68 | |
| First Advantage Corp (FA) | 5.8 | $47M | 3.1M | 15.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.7 | $46M | 165k | 279.29 | |
| Tko Group Holdings Cl A (TKO) | 5.6 | $46M | 227k | 201.96 | |
| Intuit (INTU) | 4.6 | $37M | 54k | 682.91 | |
| Semrush Hldgs Cl A Com (SEMR) | 4.1 | $34M | 4.7M | 7.08 | |
| Stride (LRN) | 3.7 | $30M | 204k | 148.94 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $30M | 23k | 1318.02 | |
| Docebo (DCBO) | 3.7 | $30M | 1.1M | 27.28 | |
| Msci (MSCI) | 3.5 | $29M | 50k | 567.41 | |
| Blue Owl Capital Com Cl A (OWL) | 2.5 | $21M | 1.2M | 16.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $18M | 75k | 243.55 | |
| Docusign (DOCU) | 2.1 | $17M | 231k | 72.09 |
