Cat Rock Capital Management LP Portfolio Holdings by Sector

Cat Rock Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOG 2 stocks	$241,770 34.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$123,559 17.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology SEMR DOCU 2 stocks	$62,553 9.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$59,538 8.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL ARES 2 stocks	$49,736 7.19% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$47,434 6.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$39,297 5.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$27,479 3.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$24,080 3.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$16,325 2.36% of portfolio	1	-	-	-	0 Calls 0 Puts

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