Cat Rock Capital Management LP
Cat Rock Capital Management LP reported 7 holdings worth US$431M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Cat Rock Capital Management LP reported 7 holdings worth US$431M as of Jun 30, 2026. Largest: Transdigm Group Inc., First Advantage Corporation and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 7
- Value as reported
- US$431M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Transdigm Group Inc. | 63,339 | US$84.4M | 19.6% |
| First Advantage Corporation | 4.23M | US$76.3M | 17.7% |
| Microsoft Corp. | 201K | US$74.8M | 17.4% |
| Ares Management Corporation | 664K | US$73.9M | 17.1% |
| Tko Group Holdings, Inc. | 339K | US$68.3M | 15.8% |
| Msci Inc. | 50,005 | US$28M | 6.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 52,976 | US$25.3M | 5.9% |
| Docusign, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Stride, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Docebo, Inc. | 0 | US$0 | 0.00% |