North Peak Capital Management, LLC Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$177.9B
Holdings
10
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 128,188 | $26.1B | 14.68% | |
| 2 | IACIEURIAC INTERACTIVECORP | 105,557 | $23.0B | 12.91% | |
| 3 | GDDYGODADDY INC | 284,711 | $20.0B | 11.22% | |
| 4 | CVNACARVANA CO | 311,905 | $19.5B | 10.97% | |
| 5 | SESEA LTD | 575,000 | $19.1B | 10.74% | |
| 6 | HGVHILTON GRAND VACATIONS INC | 597,881 | $19.0B | 10.69% | |
| 7 | XPOXPO LOGISTICS INC | 308,254 | $17.8B | 10.02% | |
| 8 | TNETTRINET GROUP INC | 200,000 | $13.6B | 7.62% | |
| 9 | GOGOGOGO INC | 3,404,355 | $13.5B | 7.61% | |
| 10 | WIXWIX COM LTD | 44,317 | $6.3B | 3.54% |