North Peak Capital Management, LLC Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$232.7B
Holdings
10
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOGOGOGO INC | 5,869,292 | $35.4B | 15.21% | |
| 2 | GDDYGODADDY INC | 482,341 | $31.8B | 13.67% | |
| 3 | NSPINSPERITY INC | 319,202 | $31.5B | 13.53% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 153,783 | $25.7B | 11.05% | |
| 5 | SESEA LTD | 804,642 | $24.9B | 10.70% | |
| 6 | HUBSHUBSPOT INC | 162,605 | $24.7B | 10.59% | |
| 7 | CVNACARVANA CO | 366,702 | $24.2B | 10.40% | |
| 8 | PDDPINDUODUO INC | 470,439 | $15.2B | 6.51% | |
| 9 | HGVHILTON GRAND VACATIONS INC | 343,951 | $11.0B | 4.73% | |
| 10 | —CISION LTD | 1,091,906 | $8.4B | 3.61% |