60 is the total number of securities CAT ROCK CAPITAL MANAGEMENT LP has owned. The longest CAT ROCK CAPITAL MANAGEMENT LP has owned a single stock is 32 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TDG | TRANSDIGM GROUP INC | 32 | 32 | 0.56% | 23.18% | 49.41% | Q4 2015 | Q3 2023 | 32 |
| FB | META PLATFORMS INC | 20 | 2 | 6.80% | 15.79% | 27.50% | Q1 2018 | Q2 2024 | 22 |
| LBRDK | LIBERTY BROADBAND CORP | 14 | 4 | 1.85% | 16.66% | 29.19% | Q4 2015 | Q2 2023 | 18 |
| MSFT | MICROSOFT CORP | 18 | 18 | 7.53% | 11.44% | 14.81% | Q1 2020 | Q2 2024 | 18 |
| DOCEBO INC | 15 | 15 | 7.29% | 19.18% | 32.71% | Q4 2020 | Q2 2024 | 15 | |
| GOOG | ALPHABET INC | 7 | 2 | 4.80% | 10.62% | 21.31% | Q4 2017 | Q2 2024 | 14 |
| SEMR | SEMRUSH HLDGS INC | 13 | 13 | 2.92% | 10.78% | 17.80% | Q2 2021 | Q2 2024 | 13 |
| SGU | STAR GROUP L P | 11 | 11 | 1.04% | 8.44% | 17.38% | Q1 2017 | Q3 2019 | 11 |
| SHSP | SHARPSPRING INC | 11 | 11 | 0.99% | 2.54% | 6.02% | Q2 2018 | Q4 2020 | 11 |
| DOCU | DOCUSIGN INC | 11 | 11 | 1.38% | 2.16% | 3.49% | Q4 2021 | Q2 2024 | 11 |
| CARG | CARGURUS INC | 10 | 10 | 3.52% | 27.24% | 46.17% | Q4 2017 | Q1 2020 | 10 |
| CMCSA | COMCAST CORP NEW | 4 | 1 | 3.32% | 7.21% | 10.76% | Q4 2015 | Q4 2019 | 10 |
| AMT | AMERICAN TOWER CORP NEW | 8 | 8 | 5.65% | 12.25% | 21.74% | Q4 2015 | Q3 2017 | 8 |
| FA | FIRST ADVANTAGE CORP NEW | 7 | 7 | 4.30% | 5.62% | 8.35% | Q4 2022 | Q2 2024 | 7 |
| IBKR | INTERACTIVE BROKERS GR... | 6 | 6 | 1.28% | 5.32% | 8.71% | Q1 2019 | Q2 2020 | 6 |
| HHR | HEADHUNTER GROUP PLC | 6 | 6 | 0.34% | 1.97% | 3.81% | Q2 2019 | Q3 2020 | 6 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 3 | 1 | 4.30% | 10.54% | 20.05% | Q4 2018 | Q3 2020 | 5 |
| PAYC | PAYCOM SOFTWARE INC | 5 | 5 | 6.62% | 8.51% | 10.30% | Q3 2020 | Q3 2021 | 5 |
| MB | MINDBODY INC | 5 | 5 | 4.10% | 6.42% | 8.12% | Q2 2016 | Q2 2017 | 5 |
| DG | DOLLAR GEN CORP NEW | 4 | 1 | 0.80% | 5.58% | 10.20% | Q4 2015 | Q2 2017 | 5 |
| ENGAGESMART INC | 5 | 5 | 2.45% | 3.95% | 5.64% | Q3 2022 | Q3 2023 | 5 | |
| OWL | BLUE OWL CAPITAL INC | 5 | 5 | 0.97% | 3.39% | 7.25% | Q2 2023 | Q2 2024 | 5 |
| DLTR | DOLLAR TREE INC | 4 | 4 | 4.67% | 11.90% | 19.04% | Q1 2017 | Q4 2017 | 4 |
| SERV | SERVICEMASTER GLOBAL H... | 4 | 4 | 5.82% | 8.47% | 13.57% | Q4 2015 | Q3 2016 | 4 |
| EXPI | EXP WORLD HLDGS INC | 4 | 4 | 5.12% | 5.91% | 6.91% | Q4 2021 | Q3 2022 | 4 |
| CXM | SPRINKLR INC | 4 | 4 | 1.19% | 5.06% | 7.62% | Q4 2022 | Q3 2023 | 4 |
| HUBS | HUBSPOT INC | 2 | 2 | 2.35% | 3.90% | 7.51% | Q2 2019 | Q4 2022 | 4 |
| LVNTA | LIBERTY INTERACTIVE CORP | 3 | 3 | 14.17% | 16.79% | 20.11% | Q2 2017 | Q4 2017 | 3 |
| HEIA | HEICO CORP NEW | 3 | 3 | 2.51% | 5.15% | 8.26% | Q4 2015 | Q2 2016 | 3 |
| ARES | ARES MANAGEMENT CORPOR... | 3 | 3 | 3.91% | 4.65% | 5.75% | Q4 2023 | Q2 2024 | 3 |
| SMAR | SMARTSHEET INC | 3 | 3 | 3.92% | 4.60% | 5.27% | Q3 2020 | Q1 2021 | 3 |
| SSTI | SHOTSPOTTER INC | 3 | 3 | 0.84% | 3.87% | 6.75% | Q1 2018 | Q3 2018 | 3 |
| SWI | SOLARWINDS CORP | 3 | 3 | 0.80% | 2.34% | 3.53% | Q2 2019 | Q4 2019 | 3 |
| KASPI KZ JSC | 2 | 2 | 19.32% | 19.50% | 19.69% | Q1 2024 | Q2 2024 | 2 | |
| BKNG | BOOKING HLDGS INC | 2 | 2 | 11.62% | 12.20% | 12.79% | Q3 2018 | Q4 2018 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 8.99% | 11.77% | 14.55% | Q4 2016 | Q1 2017 | 2 |
| PDD | PDD HOLDINGS INC | 2 | 2 | 6.70% | 8.37% | 10.04% | Q1 2024 | Q2 2024 | 2 |
| FLT | FLEETCOR TECHNOLOGIES INC | 2 | 2 | 4.57% | 8.21% | 11.84% | Q4 2015 | Q1 2016 | 2 |
| ACVA | ACV AUCTIONS INC | 2 | 2 | 6.54% | 8.00% | 9.46% | Q4 2021 | Q1 2022 | 2 |
| UHAL | AMERCO | 2 | 2 | 6.34% | 7.62% | 8.90% | Q1 2016 | Q2 2016 | 2 |
| CQH | CHENIERE ENERGY PTNRS ... | 2 | 2 | 5.43% | 5.59% | 5.76% | Q4 2015 | Q1 2016 | 2 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 4.08% | 4.14% | 4.21% | Q2 2020 | Q1 2022 | 2 |
| APPF | APPFOLIO INC | 1 | 1 | 0.90% | 2.07% | 3.24% | Q4 2018 | Q2 2019 | 2 |
| LRN | STRIDE INC | 2 | 2 | 0.32% | 0.44% | 0.56% | Q4 2023 | Q1 2024 | 2 |
| PLKI | POPEYES LA KITCHEN INC | 1 | 1 | 6.66% | 6.66% | 6.66% | Q2 2016 | Q2 2016 | 1 |
| QSR | RESTAURANT BRANDS INTL... | 1 | 1 | 6.66% | 6.66% | 6.66% | Q4 2015 | Q4 2015 | 1 |
| KNBE | KNOWBE4 INC | 1 | 1 | 5.64% | 5.64% | 5.64% | Q3 2022 | Q3 2022 | 1 |
| HRG | HRG GROUP INC | 1 | 1 | 4.47% | 4.47% | 4.47% | Q1 2016 | Q1 2016 | 1 |
| AXON | AXON ENTERPRISE INC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q3 2023 | Q3 2023 | 1 |
| SQ | SQUARE INC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2019 | Q3 2019 | 1 |
| MIME | MIMECAST LTD | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2018 | Q3 2018 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2020 | Q2 2020 | 1 |
| CHUBK | COMMERCEHUB INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2016 | Q4 2016 | 1 |
| BILL | BILL COM HLDGS INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2020 | Q2 2020 | 1 |
| SPT | SPROUT SOCIAL INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
| WDAY | WORKDAY INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2019 | Q3 2019 | 1 |
| ORCC | OWL ROCK CAPITAL CORPO... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
| APPS | DIGITAL TURBINE INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
| SPNS | SAPIENS INTL CORP NV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
| TASK | TASKUS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including TRANSDIGM GROUP INC, META PLATFORMS INC, and LIBERTY BROADBAND CORP, are the highest-conviction holdings of CAT ROCK CAPITAL MANAGEMENT LP.
The conviction is calculated by counting the number of quarters a security has been reported by CAT ROCK CAPITAL MANAGEMENT LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CAT ROCK CAPITAL MANAGEMENT LP owns currently or has owned in the past.