Institutions / Cat Rock Capital Management LP
Cat Rock Capital Management LP
CIK 1654648 · Institution · as of Dec 31, 2025
Portfolio value
$697.40M
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Meta Platforms Inc | $142.26M | 20.4% |
| Microsoft Corp | $100.60M | 14.4% |
| TKO Group Holdings, Inc. | $62.28M | 8.9% |
| PDD Holdings Inc.PDD | $50.48M | 7.2% |
| Joint Stock Co Kaspi.kzKSPI | $50.39M | 7.2% |
| First Advantage Corp | $48.57M | 7.0% |
| TransDigm Group Inc. | $38.94M | 5.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $38.68M | 5.5% |
| Intuit Inc. | $27.08M | 3.9% |
| Docebo Inc | $24.33M | 3.5% |
| Alphabet Inc. | $23.66M | 3.4% |
| MSCI Inc. | $23.49M | 3.4% |
| Ares Management Corporation | $19.90M | 2.9% |
| Blue Owl Capital Inc. | $18.24M | 2.6% |
| Docusign Inc | $15.80M | 2.3% |
| Stride, Inc. | $12.70M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.