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