Fund Name: | North Peak Capital |
Manager | Michael Kahan And Jeremy Kahan |
Portfolio Value | $951,748,885 |
Change This QTR | +1.17% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | HGV | 6,108,916 | $245,456,245 | +10% | 25.79% | ||
2. | SMAR | 3,592,744 | $171,805,018 | +26% | 18.05% | ||
3. | SCHW | 2,442,227 | $168,025,218 | +9% | 17.65% | ||
4. | WDAY | 564,373 | $155,800,810 | -23% | 16.36% | ||
5. | Crh Plc | 1,020,097 | $70,549,909 | +23% | 7.41% |
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2024-02-13 | ||||
2022-02-14 | ||||
2021-08-25 | ||||
2021-06-21 | ||||
2021-02-16 |