North Peak Capital Management as of June 30, 2019
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 10 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 14.7 | $26M | 128k | 203.76 | |
| IAC/InterActive | 12.9 | $23M | 106k | 217.53 | |
| Godaddy Inc cl a (GDDY) | 11.2 | $20M | 285k | 70.15 | |
| Carvana Co cl a (CVNA) | 11.0 | $20M | 312k | 62.59 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 10.7 | $19M | 575k | 33.22 | |
| Hilton Grand Vacations (HGV) | 10.7 | $19M | 598k | 31.82 | |
| Xpo Logistics Inc equity (XPO) | 10.0 | $18M | 308k | 57.81 | |
| Gogo (GOGO) | 7.6 | $14M | 3.4M | 3.98 | |
| Trinet (TNET) | 7.6 | $14M | 200k | 67.80 | |
| Wix (WIX) | 3.5 | $6.3M | 44k | 142.09 |
