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	$201,064 32.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FOUR KKS.F 3 stocks	$137,411 21.89% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SEMR DOCU UBER 3 stocks	$80,655 12.85% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$79,935 12.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$36,981 5.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$33,193 5.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$27,482 4.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL 1 stocks	$23,335 3.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$7,796 1.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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