North Peak Capital Management as of March 31, 2023
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 5 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 33.4 | $261M | 5.9M | 44.43 | |
| Smartsheet Com Cl A (SMAR) | 27.8 | $217M | 4.5M | 47.80 | |
| Workday Cl A (WDAY) | 23.8 | $186M | 899k | 206.54 | |
| Avantor (AVTR) | 12.0 | $93M | 4.4M | 21.14 | |
| Hubspot (HUBS) | 3.1 | $24M | 56k | 428.75 |
