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	$244,259 39.38% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology SEMR DOCU 2 stocks	$86,375 13.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FOUR KKS.F 3 stocks	$80,159 12.92% of portfolio	1	2	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$79,795 12.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$40,722 6.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$36,694 5.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$34,639 5.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL ARES 2 stocks	$17,646 2.84% of portfolio	-	2	-	-	0 Calls 0 Puts

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