North Peak Capital Management, LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$951.7T
Holdings
9
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 6,108,916 | $245.5T | 25.79% | |
| 2 | SMARGBPSMARTSHEET INC | 3,592,744 | $171.8T | 18.05% | |
| 3 | SCHWSCHWAB CHARLES CORP | 2,442,227 | $168.0T | 17.65% | |
| 4 | WDAYWORKDAY INC | 564,373 | $155.8T | 16.37% | |
| 5 | RHCRH PLC | 1,020,097 | $70.5T | 7.41% | |
| 6 | LPLALPL FINL HLDGS INC | 225,657 | $51.4T | 5.40% | |
| 7 | DRVNDRIVEN BRANDS HLDGS INC | 2,901,380 | $41.4T | 4.35% | |
| 8 | LSPDLIGHTSPEED COMMERCE INC | 1,960,107 | $41.1T | 4.32% | |
| 9 | SPYSPDR S&P 500 ETF TR | 13,110 | $6.2T | 0.65% |