本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
CAT ROCK CAPITAL MANAGEMENT LP (CIK 1654648) reported $431.0M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TDG ($84.4M, 19.57%), FA ($76.3M, 17.71%), MSFT ($74.8M, 17.36%), ARES ($73.9M, 17.15%), TKO ($68.3M, 15.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | $84.4M | 19.57% | 63,339 | Added |
| 2 | FA | FIRST ADVANTAGE CORP NEW | $76.3M | 17.71% | 4.2M | Hold |
| 3 | MSFT | MICROSOFT CORP | $74.8M | 17.36% | 200,603 | Trimmed |
| 4 | ARES | ARES MANAGEMENT CORPORATION | $73.9M | 17.15% | 664,000 | Added |
| 5 | TKO | TKO GROUP HOLDINGS INC | $68.3M | 15.84% | 339,211 | Added |
| 6 | MSCI | MSCI INC | $28.0M | 6.50% | 50,005 | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.3M | 5.87% | 52,976 | Trimmed |
| 8 | DCBO | DOCEBO INC | $0 | 0.00% | 0 | Exited |
| 9 | DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | Exited |
| 10 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 11 | KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | Exited |
| 12 | LRN | STRIDE INC | $0 | 0.00% | 0 | Exited |
| 13 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 14 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30