Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAT ROCK CAPITAL MANAGEMENT LP (CIK 1654648) reported $643.6M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: META ($113.6M, 17.65%), MSFT ($92.1M, 14.32%), ARES ($64.2M, 9.97%), TKO ($61.8M, 9.60%), TDG ($53.4M, 8.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $113.6M | 17.65% | 198,512 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $92.1M | 14.32% | 248,913 | Added |
| 3 | ARES | ARES MANAGEMENT CORPORATION | $64.2M | 9.97% | 588,100 | Added |
| 4 | TKO | TKO GROUP HOLDINGS INC | $61.8M | 9.60% | 306,511 | Added |
| 5 | TDG | TRANSDIGM GROUP INC | $53.4M | 8.30% | 46,084 | Added |
| 6 | FA | FIRST ADVANTAGE CORP NEW | $49.7M | 7.73% | 4.2M | Added |
| 7 | KSPI | KASPI KZ JSC | $46.7M | 7.26% | 631,001 | Trimmed |
| 8 | PDD | PDD HOLDINGS INC | $45.0M | 6.99% | 440,228 | Trimmed |
| 9 | LRN | STRIDE INC | $23.1M | 3.58% | 261,625 | Added |
| 10 | MSCI | MSCI INC | $22.6M | 3.52% | 41,993 | Added |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.0M | 3.26% | 62,176 | Trimmed |
| 12 | GOOG | ALPHABET INC | $20.6M | 3.20% | 71,690 | Trimmed |
| 13 | DCBO | DOCEBO INC | $19.2M | 2.98% | 1.1M | Hold |
| 14 | DOCU | DOCUSIGN INC | $10.6M | 1.65% | 224,600 | Trimmed |
| 15 | OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | Exited |
| 16 | INTU | INTUIT | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31