North Peak Capital Management, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$119.1B
Holdings
12
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC/InterActivecorp | 107,225 | $19.6B | 16.47% | |
| 2 | XPOXPO Logistics Inc | 279,507 | $15.9B | 13.38% | |
| 3 | HUBSHubspot Inc | 122,461 | $15.4B | 12.92% | |
| 4 | PANWPalo Alto Networks Inc | 71,592 | $13.5B | 11.32% | |
| 5 | WIXWix.Com Ltd | 142,772 | $12.9B | 10.83% | |
| 6 | HOMEAt Home Group Inc | 636,653 | $11.9B | 9.97% | |
| 7 | —SHARPSPRING INC | 810,798 | $10.2B | 8.60% | |
| 8 | —Carbon Black Inc | 752,600 | $10.1B | 8.48% | |
| 9 | RPDRapid7 Inc | 151,199 | $4.7B | 3.95% | |
| 10 | CVNACarvana Co | 64,321 | $2.1B | 1.77% | |
| 11 | —Blucora Inc | 75,000 | $2.0B | 1.68% | |
| 12 | GOGOGogo Inc | 250,000 | $748.0M | 0.63% |