Notify me when North Peak Capital Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 8 | $881M | +$170M | -$555M | -$385M | HGV, CVNA, SCHW, PEGA, ELV | 13F-HR | 11/13/2025, 11:00 AM |
| Q2 2025 | 8 | $1.27B | +$479M | -$109M | +$370M | HGV, RSP, SCHW, ELV, DRVN | 13F-HR | 8/13/2025, 11:03 AM |
| Q1 2025 | 7 | $809M | +$150M | -$104M | +$45.6M | HGV, SCHW, ELV, DRVN, CVNA | 13F-HR | 5/14/2025, 11:00 AM |
| Q4 2024 | 7 | $755M | +$109M | -$121M | -$12.6M | HGV, SCHW, WDAY, DRVN, META | 13F-HR | 2/13/2025, 11:00 AM |
| Q3 2024 | 7 | $711M | +$141M | -$272M | -$130M | HGV, WDAY, SCHW, DRVN, FROG | 13F-HR | 11/13/2024, 11:00 AM |
| Q2 2024 | 8 | $851M | +$87.9M | -$82.2M | +$5.74M | HGV, SMAR, SCHW, WDAY, DRVN | 13F-HR | 8/14/2024, 09:47 AM |
| Q1 2024 | 8 | $900M | +$93.3M | -$174M | -$80.9M | HGV, WDAY, SMAR, SCHW, LPLA | 13F-HR | 5/14/2024, 11:00 AM |
| Q4 2023 | 9 | $952M | +$143M | -$119M | +$24.1M | HGV, SMAR, SCHW, WDAY, CRH | 13F-HR | 2/13/2024, 11:00 AM |
| Q3 2023 | 8 | $812M | +$99.3M | -$127M | -$27.4M | HGV, WDAY, SCHW, SMAR, AVTR | 13F-HR | 11/14/2023, 11:00 AM |
| Q2 2023 | 6 | $872M | +$193M | -$78.3M | +$115M | HGV, WDAY, SMAR, AVTR, SCHW | 13F-HR | 8/11/2023, 04:05 PM |
| Q1 2023 | 5 | $780M | +$115M | -$182M | -$67.3M | HGV, SMAR, WDAY, AVTR, HUBS | 13F-HR | 5/15/2023, 11:00 AM |
| Q4 2022 | 4 | $678M | $0 | -$51.4M | -$51.4M | HGV, SMAR, WDAY, HUBS | 13F-HR | 2/14/2023, 11:00 AM |
| Q3 2022 | 5 | $647M | +$158M | -$218M | -$59.4M | HGV, SMAR, WDAY, HUBS, KBR | 13F-HR | 11/14/2022, 11:00 AM |
| Q2 2022 | 6 | $713M | +$335M | -$114M | +$221M | HGV, SMAR, MSFT, HUBS, OPEN | 13F-HR | 8/15/2022, 10:00 AM |
| Q1 2022 | 7 | $725M | +$184M | -$327M | -$143M | SMAR, HGV, WDAY, ZEN, HUBS | 13F-HR | 5/16/2022, 03:26 PM |
| Q4 2021 | 6 | $921M | +$438M | -$391M | +$47.1M | SMAR, HGV, ZEN, BLDR, WDAY | 13F-HR | 2/14/2022, 12:00 PM |
| Q3 2021 | 8 | $778M | +$288M | -$42.5M | +$245M | GDDY, HGV, WDAY, HUBS, BLDR | 13F-HR | 11/15/2021, 12:00 PM |
| Q2 2021 | 4 | $516M | +$293M | -$239M | +$54M | HGV, GDDY, HUBS, WDAY | 13F-HR | 8/16/2021, 12:00 PM |
| Q1 2021 | 5 | $452M | +$51.1M | -$260M | -$209M | HGV, WDAY, HOME, APG, ASPCU | 13F-HR | 5/17/2021, 12:00 PM |
| Q4 2020 | 9 | $559M | +$185M | -$267M | -$82.9M | HGV, SPLK, APG, WDAY, HOME | 13F-HR | 2/16/2021, 12:00 PM |
| Q3 2020 | 9 | $525M | +$193M | -$168M | +$25.6M | HUBS, HGV, SPLK, NOW, APG | 13F-HR | 11/16/2020, 12:00 PM |
| Q2 2020 | 9 | $454M | +$298M | -$107M | +$191M | HUBS, ZEN, SPLK, HGV, SPOT | 13F-HR | 8/14/2020, 12:00 PM |
| Q1 2020 | 11 | $208M | +$118M | -$282M | -$164M | HUBS, SPLK, SQ, NOW, SE | 13F-HR | 5/14/2020, 12:03 PM |
| Q4 2019 | 11 | $370M | +$187M | -$76M | +$111M | SE, NSP, NOW, GOGO, CVNA | 13F-HR | 2/14/2020, 12:01 PM |
| Q3 2019 | 10 | $233M | +$144M | -$94.9M | +$49.1M | GOGO, GDDY, NSP, BABA, SE | 13F-HR | 11/13/2019, 01:33 PM |
| Q2 2019 | 10 | $178M | +$92.8M | -$72.6M | +$20.2M | PANW, IAC, GDDY, CVNA, SE | 13F-HR | 8/13/2019, 12:02 PM |
| Q1 2019 | 10 | $155M | +$69.4M | -$48.6M | +$20.8M | IAC, TWLO, CVNA, PANW, WIX | 13F-HR | 5/14/2019, 08:10 AM |
| Q4 2018 | 12 | $119M | $0 | $0 | IAC, XPO, HUBS, PANW, WIX | 13F-HR | 2/13/2019, 06:26 PM |