North Peak Capital Management, LLC Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$515.8B

Holdings

4

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (4 positions)

#StockSharesValue% PortfolioType
1
HGVHILTON GRAND VACATIONS INC
3,849,616$159.3B30.89%
2
GDDYGODADDY INC
1,798,810$156.4B30.33%
3
HUBSHUBSPOT INC
225,377$131.3B25.46%
4
WDAYWORKDAY INC
287,586$68.7B13.31%