North Peak Capital Management as of Dec. 31, 2018
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 16.5 | $20M | 107k | 183.04 | |
| Xpo Logistics Inc equity (XPO) | 13.4 | $16M | 280k | 57.04 | |
| Hubspot (HUBS) | 12.9 | $15M | 123k | 125.73 | |
| Palo Alto Networks (PANW) | 11.3 | $14M | 72k | 188.35 | |
| Wix (WIX) | 10.8 | $13M | 143k | 90.34 | |
| At Home Group | 10.0 | $12M | 637k | 18.66 | |
| Sharpspring Inc Com equity / small cap | 8.6 | $10M | 811k | 12.63 | |
| Carbon Black | 8.5 | $10M | 753k | 13.42 | |
| Rapid7 (RPD) | 4.0 | $4.7M | 151k | 31.16 | |
| Carvana Co cl a (CVNA) | 1.8 | $2.1M | 64k | 32.71 | |
| Blucora | 1.7 | $2.0M | 75k | 26.64 | |
| Gogo (GOGO) | 0.6 | $748k | 250k | 2.99 |
