Cat Rock Capital Management’s Semrush SEMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.6M | Sell |
4,923,926
-262,916
| -5% | -$2.38M | 5.61% | 6 |
|
2025
Q1 | $48.4M | Sell |
5,186,842
-335,039
| -6% | -$3.13M | 6.42% | 5 |
|
2024
Q4 | $65.6M | Sell |
5,521,881
-771,000
| -12% | -$9.16M | 8.58% | 4 |
|
2024
Q3 | $98.9M | Sell |
6,292,881
-932,000
| -13% | -$14.6M | 11.2% | 3 |
|
2024
Q2 | $96.7M | Sell |
7,224,881
-1,281,000
| -15% | -$17.2M | 10.84% | 3 |
|
2024
Q1 | $113M | Sell |
8,505,881
-90,477
| -1% | -$1.2M | 12.92% | 3 |
|
2023
Q4 | $117M | Buy |
8,596,358
+358,386
| +4% | +$4.9M | 17.8% | 2 |
|
2023
Q3 | $70M | Sell |
8,237,972
-220,000
| -3% | -$1.87M | 10.43% | 4 |
|
2023
Q2 | $80.9M | Buy |
8,457,972
+61,990
| +0.7% | +$593K | 11.16% | 4 |
|
2023
Q1 | $84.4M | Buy |
8,395,982
+1,531,987
| +22% | +$15.4M | 11.88% | 4 |
|
2022
Q4 | $55.9M | Buy |
6,863,995
+1,024,406
| +18% | +$8.34M | 10.27% | 3 |
|
2022
Q3 | $65.5M | Sell |
5,839,589
-40,035
| -0.7% | -$449K | 14.59% | 2 |
|
2022
Q2 | $76M | Buy |
5,879,624
+361,474
| +7% | +$4.67M | 16.18% | 2 |
|
2022
Q1 | $65.9M | Buy |
5,518,150
+468,124
| +9% | +$5.59M | 6.85% | 6 |
|
2021
Q4 | $105M | Buy |
5,050,026
+2,978,820
| +144% | +$62.1M | 10.17% | 4 |
|
2021
Q3 | $47.8M | Buy |
2,071,206
+568,451
| +38% | +$13.1M | 4.19% | 7 |
|
2021
Q2 | $34.6M | Buy |
+1,502,755
| New | +$34.6M | 2.92% | 7 |
|