13F HOLDINGS REPORT
North Peak Capital Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001213900-23-011226
Total Value
$677.8M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 5,372,585 | $207.1M | 30.55% |
| 2 | SMARTSHEET INC | 83200N103 | 4,753,859 | $187.1M | 27.60% |
| 3 | WORKDAY INC | WDAY | 942,201 | $157.7M | 23.26% |
| 4 | HUBSPOT INC | HUBS | 435,829 | $126.0M | 18.59% |