13F HOLDINGS REPORT
North Peak Capital Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001213900-23-039446
Total Value
$780.1M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 5,864,831 | $260.6M | 33.40% |
| 2 | SMARTSHEET INC | 83200N103 | 4,533,611 | $216.7M | 27.78% |
| 3 | WORKDAY INC | WDAY | 899,052 | $185.7M | 23.80% |
| 4 | AVANTOR INC | AVTR | 4,411,412 | $93.3M | 11.95% |
| 5 | HUBSPOT INC | HUBS | 55,730 | $23.9M | 3.06% |