North Peak Capital Management, LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$207.7B
Holdings
11
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUBSHUBSPOT INC | 259,225 | $34.5B | 16.62% | |
| 2 | SPLKCHFSPLUNK INC | 256,600 | $32.4B | 15.60% | |
| 3 | XYZSQUARE INC | 594,947 | $31.2B | 15.01% | |
| 4 | NOWSERVICENOW INC | 101,246 | $29.0B | 13.97% | |
| 5 | SESEA LTD | 621,917 | $27.6B | 13.27% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 136,266 | $26.5B | 12.76% | |
| 7 | —MIMECAST LTD | 266,256 | $9.4B | 4.53% | |
| 8 | DINDINE BRANDS GLOBAL INC | 233,902 | $6.7B | 3.23% | |
| 9 | HGVHILTON GRAND VACATIONS INC | 304,246 | $4.8B | 2.31% | |
| 10 | RUTHUSDRUTHS HOSPITALITY GROUP INC | 500,632 | $3.3B | 1.61% | |
| 11 | PLYAPLAYA HOTELS & RESORTS NV | 1,300,425 | $2.3B | 1.10% |