North Peak Capital Management, LLC Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$921.2B

Holdings

6

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
SMARGBPSMARTSHEET INC
2,899,059$224.5B24.37%
2
HGVHILTON GRAND VACATIONS INC
3,796,699$197.8B21.48%
3
ZEN1EURZENDESK INC
1,778,625$185.5B20.14%
4
BLDRBUILDERS FIRSTSOURCE INC
1,843,884$158.0B17.16%
5
WDAYWORKDAY INC
467,157$127.6B13.85%
6
—1LIFE HEALTHCARE INC
1,572,928$27.6B3.00%