North Peak Capital Management, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$559.1B
Holdings
9
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 4,840,056 | $151.7B | 27.14% | |
| 2 | SPLKCHFSPLUNK INC | 558,707 | $94.9B | 16.98% | |
| 3 | APGAPI GROUP CORP | 4,403,650 | $79.9B | 14.30% | |
| 4 | WDAYWORKDAY INC | 305,700 | $73.2B | 13.10% | |
| 5 | HOMEAT HOME GROUP INC | 4,383,805 | $67.8B | 12.12% | |
| 6 | HUBSHUBSPOT INC | 153,167 | $60.7B | 10.86% | |
| 7 | RUTHUSDRUTHS HOSPITALITY GROUP INC | 1,000,000 | $17.7B | 3.17% | |
| 8 | PLYAPLAYA HOTELS & RESORTS NV | 1,945,000 | $11.6B | 2.07% | |
| 9 | PRCHPORCH GROUP INC | 100,000 | $1.4B | 0.26% |