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	$285,268 44.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SEMR DOCU 2 stocks	$109,099 16.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$89,629 13.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$72,852 11.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARES OWL 2 stocks	$44,841 6.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$42,944 6.66% of portfolio	1	-	-	-	0 Calls 0 Puts

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