North Peak Capital Management as of Sept. 30, 2020
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 9 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 21.5 | $113M | 385k | 292.23 | |
| Hilton Grand Vacations (HGV) | 21.0 | $110M | 5.3M | 20.98 | |
| stock | 13.7 | $72M | 381k | 188.13 | |
| Servicenow (NOW) | 12.6 | $66M | 137k | 485.00 | |
| Api Group Corp Com Stk (APG) | 11.9 | $62M | 4.4M | 14.23 | |
| Smartsheet Com Cl A (SMAR) | 11.4 | $60M | 1.2M | 49.42 | |
| Ruth's Hospitality | 4.0 | $21M | 1.9M | 11.06 | |
| Joyy Ads Repstg Com A (YY) | 3.6 | $19M | 235k | 80.67 | |
| Caleres (CAL) | 0.4 | $2.0M | 209k | 9.56 |
