CAT ROCK CAPITAL MANAGEMENT LP SEMR — SEMRUSH HLDGS INC

Ownership history in CAT ROCK CAPITAL MANAGEMENT LP  ·  18 quarters on record

AI Ownership Summary

CAT ROCK CAPITAL MANAGEMENT LP reported SEMRUSH HLDGS INC (SEMR) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 17.8% in 2023 Q4. The latest visible filing shows SEMR at 4.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SEMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAT ROCK CAPITAL MANAGEMENT LP's position in SEMRUSH HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SEMR was reported at 4.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.8% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SEMR stock page CAT ROCK CAPITAL MANAGEMENT LP fund profile CAT ROCK CAPITAL MANAGEMENT LP full holdings
How CAT ROCK CAPITAL MANAGEMENT LP held SEMR — position size vs. price
% of Fund (quarterly)    SEMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 4,739,654 -184,272 -3.7% 4.14% $33.6M 2025-11-14 $7.06
2025 Q2 REDUCED 5.1% -19.6% ✅ 4,923,926 -262,916 -5.1% 5.61% $44.6M 2025-08-14 $7.42
2025 Q1 REDUCED 6.1% -3.0% ✅ 5,186,842 -335,039 -6.1% 6.42% $48.4M 2025-05-15 $10.85
2024 Q4 REDUCED 12.3% -21.5% ✅ 5,521,881 -771,000 -12.3% 8.58% $65.6M 2025-02-14 $17.82
2024 Q3 REDUCED 12.9% -24.6% ✅ 6,292,881 -932,000 -12.9% 11.20% $98.9M 2024-11-14 $13.27
2024 Q2 REDUCED 15.1% +17.3% ❌ 7,224,881 -1,281,000 -15.1% 10.84% $96.7M 2024-08-14 $13.92
2024 Q1 REDUCED — — — 8,505,881 -90,477 -1.1% 12.92% $112.8M 2024-05-15 $15.69
2023 Q4 ADDED — — — 8,596,358 +358,386 +4.4% 17.80% $117.4M 2024-02-14 $12.10
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SEMR

As of 2026 Q1 — sorted by position size

Greycroft LP 3Y 73.31% NEXPOINT ASSET MANAGEMENT, L.P. 3Y 3.68% S SQUARED TECHNOLOGY, LLC 3Y 7Y 2.49% GLAZER CAPITAL, LLC 3Y 7Y 1.59% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 1.12% HARVEST MANAGEMENT LLC 3Y 7Y 0.85% ODDO BHF ASSET MANAGEMENT SAS 0.85% ABC ARBITRAGE SA 0.84% Dynamic Technology Lab Private Ltd 3Y 7Y 0.82% NUANCE INVESTMENTS, LLC 3Y 7Y 0.56%

FAQ About CAT ROCK CAPITAL MANAGEMENT LP and SEMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAT ROCK CAPITAL MANAGEMENT LP reported owning SEMR?

CAT ROCK CAPITAL MANAGEMENT LP reported SEMR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SEMR position in CAT ROCK CAPITAL MANAGEMENT LP's portfolio?

The largest reported portfolio weight for SEMR was 17.80% in 2023 Q4.

What is the latest reported SEMR position on this page?

The most recent filing on this page is 2025 Q3, when CAT ROCK CAPITAL MANAGEMENT LP reported 4,739,654 shares, equal to 4.14% of portfolio, with an estimated market value of $33.6M.

What does the chart on this SEMR ownership page compare?

The chart compares CAT ROCK CAPITAL MANAGEMENT LP's quarterly SEMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAT ROCK CAPITAL MANAGEMENT LP time their SEMR position?

Based on 13F filing dates vs. subsequent SEMR price moves, CAT ROCK CAPITAL MANAGEMENT LP correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on SEMR relative to SPY over the holding period was -30.5%.

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