§ 13F · FUND PROFILE
CAT ROCK CAPITAL MANAGEMENT LP.
AUM · $431M (13F)Positions · 7Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | 63K | $84M | 19.6% | +37% |
| 2 | FA | FIRST ADVANTAGE CORP NEW | 4.23M | $76M | 17.7% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 201K | $75M | 17.4% | −19% |
| 4 | ARES | ARES MANAGEMENT CORPORATION | 664K | $74M | 17.1% | +13% |
| 5 | TKO | TKO GROUP HOLDINGS INC | 339K | $68M | 15.8% | +11% |
| 6 | MSCI | MSCI INC | 50K | $28M | 6.5% | +19% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 53K | $25M | 5.9% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAT SIGNAL
AC read
CAT ROCK CAPITAL MANAGEMENT LP is a Other fund managing $431 million in assets. The fund runs a focused portfolio of just 7 positions.
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