North Peak Capital Management as of Sept. 30, 2019
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gogo (GOGO) | 15.2 | $35M | 5.9M | 6.03 | |
| Godaddy Inc cl a (GDDY) | 13.7 | $32M | 482k | 65.98 | |
| Insperity (NSP) | 13.5 | $32M | 319k | 98.62 | |
| Alibaba Group Holding (BABA) | 11.1 | $26M | 154k | 167.23 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 10.7 | $25M | 805k | 30.95 | |
| Hubspot (HUBS) | 10.6 | $25M | 163k | 151.61 | |
| Carvana Co cl a (CVNA) | 10.4 | $24M | 367k | 66.00 | |
| Pinduoduo (PDD) | 6.5 | $15M | 470k | 32.22 | |
| Hilton Grand Vacations (HGV) | 4.7 | $11M | 344k | 32.00 | |
| Cision | 3.6 | $8.4M | 1.1M | 7.69 |
