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	$216,725 31.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$116,757 17.12% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU SEMR DOCU 3 stocks	$87,208 12.79% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$58,845 8.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$47,222 6.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$45,992 6.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$30,326 4.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$29,891 4.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$28,563 4.19% of portfolio	1	-	-	-	0 Calls 0 Puts

Asset Management \| Financial Services OWL 1 stocks	$20,531 3.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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