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	$264,072 40.35% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology SEMR DOCU 2 stocks	$113,203 17.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$93,047 14.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL ARES 2 stocks	$60,039 9.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$47,637 7.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$40,135 6.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$36,363 5.56% of portfolio	-	1	-	-	0 Calls 0 Puts

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