CAT ROCK CAPITAL MANAGEMENT LP

AUM: $1.55 B
13-F Portfolio Value: $659.73 M
Last 13-F Filed: Q4 2023
Concentration in top 10: 100%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
METAMETA PLATFORMS INC27.5%512,592$181,437,0644,6000.91%$353.9613F
SEMRSEMRUSH HLDGS INC17.8%8,596,358$117,426,250358,3864.35%$13.6613F
DCBODOCEBO INC16.09%2,196,144$106,159,552-191,700-8.03%$48.3413F
MSFTMICROSOFT CORP10.72%188,000$70,695,520-44,500-19.14%$376.0413F
GOOGALPHABET INC9.67%452,516$63,773,080-37,500-7.65%$140.9313F
FAFIRST ADVANTAGE CORP NEW8.35%3,325,859$55,109,484303,00010.02%$16.5713F
ARESARES MANAGEMENT CORPORATION5.75%319,000$37,935,480319,000New$118.9213F
DOCUDOCUSIGN INC2.08%231,000$13,732,950No Change$59.4513F
OWLBLUE OWL CAPITAL INC1.73%764,020$11,383,898-2,292,801-75.01%$14.913F
LRNSTRIDE INC0.31%35,000$2,077,95035,000New$59.3713F
AXONAXON ENTERPRISE INC-150,000Exited13F
ESMTENGAGESMART INC-2,105,995Exited13F
CXMSPRINKLR INC-3,696,990Exited13F
TDGTRANSDIGM GROUP INC-4,438Exited13F