North Peak Capital Management as of June 30, 2022
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 6 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 25.4 | $181M | 5.1M | 35.73 | |
| Smartsheet Com Cl A (SMAR) | 17.3 | $124M | 3.9M | 31.43 | |
| Microsoft Corporation (MSFT) | 16.1 | $115M | 448k | 256.83 | |
| Hubspot (HUBS) | 15.7 | $112M | 372k | 300.65 | |
| Opendoor Technologies (OPEN) | 14.4 | $103M | 22M | 4.71 | |
| Workday Cl A (WDAY) | 11.1 | $79M | 566k | 139.58 |
