North Peak Capital Management as of Dec. 31, 2019
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 11 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 14.4 | $53M | 1.3M | 40.22 | |
| Insperity (NSP) | 13.3 | $49M | 571k | 86.04 | |
| Servicenow (NOW) | 11.4 | $42M | 149k | 282.32 | |
| Gogo (GOGO) | 10.8 | $40M | 6.3M | 6.40 | |
| Carvana Co cl a (CVNA) | 10.5 | $39M | 421k | 92.05 | |
| Alibaba Group Holding (BABA) | 10.4 | $38M | 181k | 212.10 | |
| IAC/InterActive | 10.2 | $38M | 151k | 249.11 | |
| Luckin Coffee (LKNCY) | 8.6 | $32M | 809k | 39.36 | |
| Cision | 7.4 | $27M | 2.7M | 9.97 | |
| Hubspot (HUBS) | 2.1 | $7.8M | 49k | 158.50 | |
| Ares Management Corporation cl a com stk (ARES) | 1.0 | $3.6M | 100k | 35.69 |
