CAT ROCK CAPITAL MANAGEMENT LP
GREENWICH CT · SEC CIK 0001654648
$4.31亿2026Q2 申报市值
7持仓数
100.0%前十大占比 · 第一大 19.6%
0 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TDG 加仓+$2,298.44万
ARES 加仓+$844.84万
TKO 加仓+$658.28万
MSCI 加仓+$448.70万
2026Q2 卖出最多 按季末市值估算
META 清仓-$1.14亿
KSPI 清仓-$4,673.82万
PDD 清仓-$4,498.25万
LRN 清仓-$2,306.75万
GOOG 清仓-$2,056.50万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $8,437.01万 | 19.57% | 63,339 | 17,255 | 37.4% | $2,298.44万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $7,631.57万 | 17.71% | 4,228,018 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $7,482.89万 | 17.36% | 200,603 | -48,310 | -19.4% | -$1,802.06万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $7,390.98万 | 17.15% | 664,000 | 75,900 | 12.9% | $844.84万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $6,828.66万 | 15.84% | 339,211 | 32,700 | 10.7% | $658.28万 | 加仓 |
| MSCI | MSCI INC | $2,800.48万 | 6.50% | 50,005 | 8,012 | 19.1% | $448.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,529.97万 | 5.87% | 52,976 | -9,200 | -14.8% | -$439.36万 | 减仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -198,512 | -100.0% | -$1.14亿 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -631,001 | -100.0% | -$4,673.82万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -440,228 | -100.0% | -$4,498.25万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -261,625 | -100.0% | -$2,306.75万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -71,690 | -100.0% | -$2,056.50万 | 清仓 |
| — | DOCEBO INC | $0 | 0.00% | 0 | -1,094,869 | -100.0% | -$1,915.54万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -224,600 | -100.0% | -$1,064.83万 | 清仓 |