North Peak Capital Management, LLC Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$713.2B

Holdings

6

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
HGVHILTON GRAND VACATIONS INC
5,069,487$181.1B25.40%
2
SMARGBPSMARTSHEET INC
3,928,532$123.5B17.31%
3
MSFTMICROSOFT CORP
448,283$115.1B16.14%
4
HUBSHUBSPOT INC
372,108$111.9B15.69%
5
OPENOPENDOOR TECHNOLOGIES INC
21,772,980$102.6B14.38%
6
WDAYWORKDAY INC
565,977$79.0B11.08%