Hedge Fund - North Peak Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | HGV | 5,984,587 | $282,532,352 | -3% | 31.4% | ||
| 2. | WDAY | 549,113 | $149,770,571 | -3% | 16.64% | ||
| 3. | SMAR | 3,526,923 | $135,786,536 | -2% | 15.09% | ||
| 4. | SCHW | 1,837,257 | $132,907,171 | -25% | 14.77% | ||
| 5. | LPLA | 307,879 | $81,341,632 | +37% | 9.04% |
