North Peak Capital Management, LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$777.9B
Holdings
8
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 2,979,069 | $207.6B | 26.69% | |
| 2 | HGVHILTON GRAND VACATIONS INC | 4,034,264 | $191.9B | 24.67% | |
| 3 | WDAYWORKDAY INC | 541,547 | $135.3B | 17.40% | |
| 4 | HUBSHUBSPOT INC | 162,452 | $109.8B | 14.12% | |
| 5 | BLDRBUILDERS FIRSTSOURCE INC | 1,920,872 | $99.4B | 12.78% | |
| 6 | APPAPPLOVIN CORP | 253,227 | $18.3B | 2.36% | |
| 7 | COMPCOMPASS INC | 614,105 | $8.1B | 1.05% | |
| 8 | —WALKME LTD | 245,494 | $7.3B | 0.94% |