North Peak Capital Management as of Dec. 31, 2021
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 6 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet Com Cl A (SMAR) | 24.4 | $225M | 2.9M | 77.45 | |
| Hilton Grand Vacations (HGV) | 21.5 | $198M | 3.8M | 52.11 | |
| Zendesk | 20.1 | $186M | 1.8M | 104.29 | |
| Builders FirstSource (BLDR) | 17.2 | $158M | 1.8M | 85.71 | |
| Workday Cl A (WDAY) | 13.9 | $128M | 467k | 273.18 | |
| 1life Healthcare | 3.0 | $28M | 1.6M | 17.57 |
