CAT ROCK CAPITAL MANAGEMENT LP

CIK 0001654648 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

CAT ROCK CAPITAL MANAGEMENT LP reported 7 positions worth $431.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TDG (19.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$431.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	TDG	TRANSDIGM GROUP INC	SH	$84.4M	19.57%	63,339	—	—
▸ 2	FA	FIRST ADVANTAGE CORP NEW	SH	$76.3M	17.71%	4,228,018	—	—
▸ 3	MSFT	MICROSOFT CORP	SH	$74.8M	17.36%	200,603	—	—
▸ 4	ARES	ARES MANAGEMENT CORPORATION	SH	$73.9M	17.15%	664,000	—	—
▸ 5	TKO	TKO GROUP HOLDINGS INC	SH	$68.3M	15.84%	339,211	—	—
▸ 6	MSCI	MSCI INC	SH	$28.0M	6.50%	50,005	—	—
▸ 7	TSM	TAIWAN SEMICONDUCTOR MANUFAC	SH	$25.3M	5.87%	52,976	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CAT ROCK CAPITAL MANAGEMENT LP hold as of Q2 2026?

CAT ROCK CAPITAL MANAGEMENT LP reported 7 positions worth $431.0M in its Q2 2026 13F filing. Largest positions: TDG (19.6%), FA (17.7%), MSFT (17.4%), ARES (17.1%) and TKO (15.8%).

What did CAT ROCK CAPITAL MANAGEMENT LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CAT ROCK CAPITAL MANAGEMENT LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.