North Peak Capital Management as of March 31, 2020
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 16.6 | $35M | 259k | 133.19 | |
| stock | 15.6 | $32M | 257k | 126.23 | |
| Square Inc cl a (SQ) | 15.0 | $31M | 595k | 52.38 | |
| Servicenow (NOW) | 14.0 | $29M | 101k | 286.58 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 13.3 | $28M | 622k | 44.31 | |
| Alibaba Group Holding (BABA) | 12.8 | $27M | 136k | 194.48 | |
| Mimecast | 4.5 | $9.4M | 266k | 35.30 | |
| DineEquity (DIN) | 3.2 | $6.7M | 234k | 28.68 | |
| Hilton Grand Vacations (HGV) | 2.3 | $4.8M | 304k | 15.77 | |
| Ruth's Hospitality | 1.6 | $3.3M | 501k | 6.68 | |
| Playa Hotels & Resorts Nv (PLYA) | 1.1 | $2.3M | 1.3M | 1.75 |
