North Peak Capital Management LLC Top Holdings
As of  03/31/2020

 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
HUBSPOT INC 259,225 +210,179 $34,526
SPLUNK INC 256,600 +256,600 $32,391
SQUARE INC 594,947 +594,947 $31,163
SERVICENOW INC 101,246 -48,173 $29,015
SEA LTD 621,917 -702,215 $27,557
ALIBABA GROUP HLDG LTD 136,266 -44,368 $26,501
MIMECAST LTD 266,256 +266,256 $9,399
DINE BRANDS GLOBAL INC 233,902 +233,902 $6,708
HILTON GRAND VACATIONS INC 304,246 +304,246 $4,798
RUTHS HOSPITALITY GROUP INC 500,632 +500,632 $3,344

See Full List: All Stocks Held By North Peak Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By North Peak Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $207,678
At 12/31/2019: $369,838

North Peak Capital Management LLC holdings changes, total fund size, and other information presented on was derived from North Peak Capital Management LLC 13F filings. Link to 13F filings: SEC filings

North Peak Capital Management LLC Top Holdings 13F Filings |

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