HoldingsChannel.com
North Peak Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
GOGO INC 5,869,292 +2,464,937 $35,392
     GOGO5,869,292+2,464,937$35,392
GODADDY INC 482,341 +197,630 $31,825
     GDDY482,341+197,630$31,825
INSPERITY INC 319,202 +319,202 $31,480
     NSP319,202+319,202$31,480
ALIBABA GROUP HLDG LTD 153,783 +153,783 $25,717
     BABA153,783+153,783$25,717
SEA LTD 804,642 +229,642 $24,904
     SE804,642+229,642$24,904
HUBSPOT INC 162,605 +162,605 $24,653
     HUBS162,605+162,605$24,653
CARVANA CO 366,702 +54,797 $24,202
     CVNA366,702+54,797$24,202
PINDUODUO INC 470,439 +470,439 $15,158
     PDD470,439+470,439$15,158
HILTON GRAND VACATIONS INC 343,951 -253,930 $11,006
     HGV343,951-253,930$11,006

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 09/30/2019: $232,734
At 06/30/2019: $177,929

North Peak Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com 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 | www.HoldingsChannel.com

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