North Peak Capital Management, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$369.8B
Holdings
11
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 1,324,132 | $53.3B | 14.40% | |
| 2 | NSPINSPERITY INC | 571,204 | $49.1B | 13.29% | |
| 3 | NOWSERVICENOW INC | 149,419 | $42.2B | 11.41% | |
| 4 | GOGOGOGO INC | 6,251,114 | $40.0B | 10.82% | |
| 5 | CVNACARVANA CO | 421,235 | $38.8B | 10.48% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 180,634 | $38.3B | 10.36% | |
| 7 | IACIEURIAC INTERACTIVECORP | 151,001 | $37.6B | 10.17% | |
| 8 | LKNCYLUCKIN COFFEE INC | 808,490 | $31.8B | 8.60% | |
| 9 | —CISION LTD | 2,745,874 | $27.4B | 7.40% | |
| 10 | HUBSHUBSPOT INC | 49,046 | $7.8B | 2.10% | |
| 11 | ARESARES MANAGEMENT CORPORATION | 100,000 | $3.6B | 0.97% |