CAT ROCK CAPITAL MANAGEMENT LP
Top Portfolio Positions
13 positions ·
$623,026,340 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
198,512 | $113,574,670 | 18.23% | |
| MSFT |
Microsoft Corp
Technology
|
248,913 | $92,140,125 | 14.79% | |
| ARES |
Ares Management Corp
Financial Services
|
588,100 | $64,161,710 | 10.30% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
306,511 | $61,807,943 | 9.92% | |
| TDG |
TransDigm Group INC
Industrials
|
46,084 | $53,409,512 | 8.57% | |
| FA |
First Advantage Corp
Industrials
|
4,228,018 | $49,721,491 | 7.98% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
631,001 | $46,738,244 | 7.50% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
440,228 | $44,982,497 | 7.22% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
261,625 | $23,067,476 | 3.70% | |
| MSCI |
MSCI Inc.
Financial Services
|
41,993 | $22,634,646 | 3.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LRN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,067,476 | 261,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,704,398 | 195,663 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $30,326,269 | 203,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,080,197 | 165,853 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,482,504 | 217,253 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,694,149 | 353,066 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $4,917,900 | 78,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,077,950 | 35,000 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||