North Peak Capital Management as of Sept. 30, 2021
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 8 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 26.7 | $208M | 3.0M | 69.70 | |
| Hilton Grand Vacations (HGV) | 24.7 | $192M | 4.0M | 47.57 | |
| Workday Cl A (WDAY) | 17.4 | $135M | 542k | 249.89 | |
| Hubspot (HUBS) | 14.1 | $110M | 163k | 676.09 | |
| Builders FirstSource (BLDR) | 12.8 | $99M | 1.9M | 51.74 | |
| Applovin Corp Com Cl A (APP) | 2.4 | $18M | 253k | 72.37 | |
| Compass Cl A (COMP) | 1.0 | $8.1M | 614k | 13.26 | |
| Walkme Ord Shs (WKME) | 0.9 | $7.3M | 246k | 29.75 |
