North Peak Capital Management as of June 30, 2020
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 9 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hubspot (HUBS) | 20.1 | $91M | 407k | 224.35 | |
Zendesk | 16.0 | $73M | 819k | 88.53 | |
stock | 12.4 | $56M | 283k | 198.70 | |
Hilton Grand Vacations (HGV) | 12.2 | $55M | 2.8M | 19.55 | |
Spotify Technology S A SHS (SPOT) | 11.7 | $53M | 206k | 258.19 | |
Api Group Corp Com Stk (APG) | 10.2 | $46M | 3.8M | 12.15 | |
Servicenow (NOW) | 9.5 | $43M | 107k | 405.06 | |
Stitch Fix Com Cl A (SFIX) | 5.5 | $25M | 992k | 24.94 | |
Wyndham Worldwide Corporation | 2.5 | $11M | 397k | 28.18 |