North Peak Capital Management, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$453.9B
Holdings
9
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUBSHUBSPOT INC | 406,951 | $91.3B | 20.12% | |
| 2 | ZEN1EURZENDESK INC | 818,700 | $72.5B | 15.97% | |
| 3 | SPLKCHFSPLUNK INC | 283,116 | $56.3B | 12.39% | |
| 4 | HGVHILTON GRAND VACATIONS INC | 2,831,858 | $55.4B | 12.20% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 205,600 | $53.1B | 11.70% | |
| 6 | APGAPI GROUP CORP | 3,805,612 | $46.2B | 10.19% | |
| 7 | NOWSERVICENOW INC | 106,702 | $43.2B | 9.52% | |
| 8 | SFIXSTITCH FIX INC | 992,041 | $24.7B | 5.45% | |
| 9 | WYNEURWYNDHAM DESTINATIONS INC | 397,069 | $11.2B | 2.47% |