North Peak Capital Management as of March 31, 2019
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 10 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 18.7 | $29M | 138k | 210.11 | |
| Twilio Inc cl a (TWLO) | 12.8 | $20M | 154k | 129.18 | |
| Carvana Co cl a (CVNA) | 12.6 | $20M | 336k | 58.06 | |
| Palo Alto Networks (PANW) | 11.7 | $18M | 75k | 242.88 | |
| Wix (WIX) | 10.8 | $17M | 139k | 120.83 | |
| At Home Group | 8.7 | $14M | 760k | 17.86 | |
| Sharpspring Inc Com equity / small cap | 8.4 | $13M | 811k | 16.02 | |
| Gogo (GOGO) | 8.0 | $13M | 2.8M | 4.49 | |
| Trinet (TNET) | 5.7 | $8.9M | 148k | 59.74 | |
| Waitr Hldgs | 2.6 | $4.1M | 330k | 12.29 |
