North Peak Capital Management as of June 30, 2023
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 6 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 28.8 | $251M | 5.5M | 45.44 | |
| Workday Cl A (WDAY) | 23.0 | $200M | 887k | 225.89 | |
| Smartsheet Com Cl A (SMAR) | 15.7 | $137M | 3.6M | 38.26 | |
| Avantor (AVTR) | 15.3 | $133M | 6.5M | 20.54 | |
| Charles Schwab Corporation (SCHW) | 14.3 | $125M | 2.2M | 56.68 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 2.9 | $26M | 1.5M | 16.92 |
