StockDriftsStockDriftsTop 14 Cat Rock Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 17.65% | 198.5K | $113.6M | -7.89%(-17.00K) | $244.16(+151.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 14.32% | 248.9K | $92.1M | +19.66%(+40.89K) | $344.47(+22.49%) | 2026-03-31 | |
| ARES | ARES MANAGEMENT CORPORATION | 9.97% | 588.1K | $64.2M | +377.74%(+465.00K) | $137.61(-10.32%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 9.6% | 306.5K | $61.8M | +2.85%(+8.50K) | $195.48(-2.77%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 8.3% | 46.1K | $53.4M | +57.40%(+16.80K) | $1237.07(-7.12%) | 2026-03-31 | |
| FA | FIRST ADVANTAGE CORP NEW | 7.73% | 4.23M | $49.7M | +26.48%(+885.20K) | $14.47(+2.79%) | 2026-03-31 | |
| KSPI | KASPI KZ JSC | 7.26% | 631.0K | $46.7M | -2.17%(-14.00K) | $128.63(-31.97%) | 2026-03-31 | |
| PDD | PDD HOLDINGS INC | 6.99% | 440.2K | $45.0M | -1.12%(-5.00K) | $127.47(-24.82%) | 2026-03-31 | |
| LRN | STRIDE INC | 3.58% | 261.6K | $23.1M | +33.71%(+65.96K) | $92.30(-4.34%) | 2026-03-31 | |
| MSCI | MSCI INC | 3.52% | 42.0K | $22.6M | +2.57%(+1.05K) | $567.56(-1.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.75% |
| Top 20 Holdings Unweighted | +11.01% | +36.80% |
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