Cat Rock Capital Management’s Pinduoduo PDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.4M Sell
453,228
-222,186
-33% -$23.3M 5.98% 5
2025
Q1
$79.9M Sell
675,414
-147,300
-18% -$17.4M 10.61% 4
2024
Q4
$79.8M Buy
822,714
+132,555
+19% +$12.9M 10.43% 3
2024
Q3
$93M Buy
690,159
+16,000
+2% +$2.16M 10.54% 4
2024
Q2
$89.6M Buy
674,159
+170,659
+34% +$22.7M 10.04% 5
2024
Q1
$58.5M Buy
+503,500
New +$58.5M 6.7% 7