Fund Name: | North Peak Capital |
Manager | Michael Kahan And Jeremy Kahan |
Portfolio Value | $646,647,000 |
Change This QTR | +0.91% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | HGV | 5,833,980 | $191,880 | +16% | 29.67% | ||
2. | SMAR | 5,265,565 | $180,925 | +35% | 27.97% | ||
3. | WDAY | 997,201 | $151,794 | +77% | 23.47% | ||
4. | HUBS | 435,829 | $117,726 | +18% | 18.2% | ||
5. | KBR | 100,000 | $4,322 | NEW | 0.66% |
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2022-02-14 | ||||
2021-08-25 | ||||
2021-06-21 | ||||
2021-02-16 | ||||
2021-02-16 |