CAT ROCK CAPITAL MANAGEMENT LP — 13F holdings

CAT ROCK CAPITAL MANAGEMENT LP reported 7 holdings worth $431M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TDG TRANSDIGM GROUP INC — $84.4M (19.6%)
2. FA FIRST ADVANTAGE CORP NEW — $76.3M (17.7%)
3. MSFT MICROSOFT CORP — $74.8M (17.4%)
4. ARES ARES MANAGEMENT CORPORATION — $73.9M (17.1%)
5. TKO TKO GROUP HOLDINGS INC — $68.3M (15.8%)
6. MSCI MSCI INC — $28.0M (6.5%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $25.3M (5.9%)