North Peak Capital Management, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$811.8T
Holdings
8
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 5,560,176 | $226.3T | 27.88% | |
| 2 | WDAYWORKDAY INC | 729,633 | $156.8T | 19.31% | |
| 3 | SCHWSCHWAB CHARLES CORP | 2,249,910 | $123.5T | 15.22% | |
| 4 | SMARGBPSMARTSHEET INC | 2,855,744 | $115.5T | 14.23% | |
| 5 | AVTRAVANTOR INC | 3,479,804 | $73.4T | 9.04% | |
| 6 | LPLALPL FINL HLDGS INC | 197,227 | $46.9T | 5.77% | |
| 7 | RHCRH PLC | 835,905 | $45.7T | 5.64% | |
| 8 | LSPDLIGHTSPEED COMMERCE INC | 1,688,563 | $23.7T | 2.92% |