North Peak Capital Management, LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$155.4B
Holdings
10
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC/InterActivecorp | 138,043 | $29.0B | 18.67% | |
| 2 | TWLOTwilio Inc | 153,927 | $19.9B | 12.80% | |
| 3 | CVNACarvana Co | 336,200 | $19.5B | 12.56% | |
| 4 | PANWPalo Alto Networks Inc | 74,729 | $18.1B | 11.68% | |
| 5 | WIXWix.Com Ltd | 139,344 | $16.8B | 10.84% | |
| 6 | HOMEAt Home Group Inc | 760,294 | $13.6B | 8.74% | |
| 7 | —SHARPSPRING INC | 810,798 | $13.0B | 8.36% | |
| 8 | GOGOGogo Inc | 2,780,647 | $12.5B | 8.04% | |
| 9 | TNETTriNet Group Inc | 148,370 | $8.9B | 5.71% | |
| 10 | —Landcadia Holdings Inc | 330,000 | $4.1B | 2.61% |