Fund Name: | North Peak Capital |
Manager | Michael Kahan And Jeremy Kahan |
Portfolio Value | $811,789,159 |
Change This QTR | +0.93% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | HGV | 5,560,176 | $226,299,163 | +1% | 27.87% | ||
2. | WDAY | 729,633 | $156,761,650 | -18% | 19.31% | ||
3. | SCHW | 2,249,910 | $123,520,059 | +3% | 15.21% | ||
4. | SMAR | 2,855,744 | $115,543,402 | -21% | 14.23% | ||
5. | AVTR | 3,479,804 | $73,354,268 | -47% | 9.03% |
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2022-02-14 | ||||
2021-08-25 | ||||
2021-06-21 | ||||
2021-02-16 | ||||
2021-02-16 |