North Peak Capital Management as of March 31, 2022
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 7 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet Com Cl A (SMAR) | 28.6 | $207M | 3.8M | 54.78 | |
| Hilton Grand Vacations (HGV) | 28.4 | $206M | 4.0M | 52.01 | |
| Workday Cl A (WDAY) | 18.9 | $137M | 573k | 239.46 | |
| Zendesk | 10.0 | $73M | 605k | 120.29 | |
| Hubspot (HUBS) | 7.8 | $57M | 119k | 474.94 | |
| Oak Street Health | 5.6 | $40M | 1.5M | 26.88 | |
| Opendoor Technologies (OPEN) | 0.6 | $4.3M | 500k | 8.65 |
