North Peak Capital Management, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$724.8B
Holdings
7
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMARGBPSMARTSHEET INC | 3,786,303 | $207.4B | 28.62% | |
| 2 | HGVHILTON GRAND VACATIONS INC | 3,963,685 | $206.2B | 28.44% | |
| 3 | WDAYWORKDAY INC | 573,342 | $137.3B | 18.94% | |
| 4 | ZEN1EURZENDESK INC | 605,076 | $72.8B | 10.04% | |
| 5 | HUBSHUBSPOT INC | 118,919 | $56.5B | 7.79% | |
| 6 | OSH3EUROAK STR HEALTH INC | 1,501,139 | $40.4B | 5.57% | |
| 7 | OPENOPENDOOR TECHNOLOGIES INC | 500,000 | $4.3B | 0.60% |