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 | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 9 | $913,542,103 | +$109,451,576 | -$129,377,789 | -$19,926,213 | HGV, CVNA, PEGA, SCHW, HAE | 13F-HR | 13 Feb 2026, 11:00 |
| Q3 2025 | 8 | $880,685,226 | +$169,823,170 | -$554,986,982 | -$385,163,812 | HGV, CVNA, SCHW, PEGA, ELV | 13F-HR | 13 Nov 2025, 11:00 |
| Q2 2025 | 8 | $1,273,606,715 | +$479,492,111 | -$109,265,412 | +$370,226,699 | HGV, RSP, SCHW, ELV, DRVN | 13F-HR | 13 Aug 2025, 11:03 |
| Q1 2025 | 7 | $809,226,574 | +$149,900,446 | -$104,254,259 | +$45,646,187 | HGV, SCHW, ELV, DRVN, CVNA | 13F-HR | 14 May 2025, 11:00 |
| Q4 2024 | 7 | $754,948,376 | +$108,852,401 | -$121,494,591 | -$12,642,190 | HGV, SCHW, WDAY, DRVN, META | 13F-HR | 13 Feb 2025, 11:00 |
| Q3 2024 | 7 | $711,287,691 | +$141,380,971 | -$271,863,470 | -$130,482,499 | HGV, WDAY, SCHW, DRVN, FROG | 13F-HR | 13 Nov 2024, 11:00 |
| Q2 2024 | 8 | $851,422,109 | +$87,942,735 | -$82,199,799 | +$5,742,936 | HGV, SMAR, SCHW, WDAY, DRVN | 13F-HR | 14 Aug 2024, 09:47 |
| Q1 2024 | 8 | $899,769,172 | +$93,341,172 | -$174,253,244 | -$80,912,072 | HGV, WDAY, SMAR, SCHW, LPLA | 13F-HR | 14 May 2024, 11:00 |
| Q4 2023 | 9 | $951,748,885 | +$143,037,780 | -$118,975,944 | +$24,061,836 | HGV, SMAR, SCHW, WDAY, CRH | 13F-HR | 13 Feb 2024, 11:00 |
| Q3 2023 | 8 | $811,789,159 | +$99,293,115 | -$126,722,213 | -$27,429,098 | HGV, WDAY, SCHW, SMAR, AVTR | 13F-HR | 14 Nov 2023, 11:00 |
| Q2 2023 | 6 | $872,083,968 | +$192,810,502 | -$78,271,908 | +$114,538,594 | HGV, WDAY, SMAR, AVTR, SCHW | 13F-HR | 11 Aug 2023, 16:05 |
| Q1 2023 | 5 | $780,122,735 | +$115,127,740 | -$182,407,299 | -$67,279,559 | HGV, SMAR, WDAY, AVTR, HUBS | 13F-HR | 15 May 2023, 11:00 |
| Q4 2022 | 4 | $677,841,048 | $0 | -$51,448,061 | -$51,448,061 | HGV, SMAR, WDAY, HUBS | 13F-HR | 14 Feb 2023, 11:00 |
| Q3 2022 | 5 | $646,647,000 | +$158,259,971 | -$217,684,000 | -$59,424,029 | HGV, SMAR, WDAY, HUBS, KBR | 13F-HR | 14 Nov 2022, 11:00 |
| Q2 2022 | 6 | $713,164,000 | +$335,430,704 | -$114,164,006 | +$221,266,698 | HGV, SMAR, MSFT, HUBS, OPEN | 13F-HR | 15 Aug 2022, 10:00 |
| Q1 2022 | 7 | $724,797,000 | +$183,870,205 | -$326,842,000 | -$142,971,795 | SMAR, HGV, WDAY, ZEN, HUBS | 13F-HR | 16 May 2022, 15:26 |
| Q4 2021 | 6 | $921,164,000 | +$437,661,000 | -$390,545,010 | +$47,115,990 | SMAR, HGV, ZEN, BLDR, WDAY | 13F-HR | 14 Feb 2022, 12:00 |
| Q3 2021 | 8 | $777,868,000 | +$287,667,947 | -$42,542,896 | +$245,125,051 | GDDY, HGV, WDAY, HUBS, BLDR | 13F-HR | 15 Nov 2021, 12:00 |
| Q2 2021 | 4 | $515,751,000 | +$293,187,754 | -$239,186,853 | +$54,000,901 | HGV, GDDY, HUBS, WDAY | 13F-HR | 16 Aug 2021, 12:00 |
| Q1 2021 | 5 | $451,957,000 | +$51,070,132 | -$259,765,181 | -$208,695,049 | HGV, WDAY, HOME, APG, ASPCU | 13F-HR | 17 May 2021, 12:00 |
| Q4 2020 | 9 | $559,056,000 | +$184,572,177 | -$267,467,812 | -$82,895,635 | HGV, SPLK, APG, WDAY, HOME | 13F-HR | 16 Feb 2021, 12:00 |
| Q3 2020 | 9 | $524,584,000 | +$193,415,254 | -$167,828,204 | +$25,587,050 | HUBS, HGV, SPLK, NOW, APG | 13F-HR | 16 Nov 2020, 12:00 |
| Q2 2020 | 9 | $453,871,000 | +$297,768,871 | -$106,948,000 | +$190,820,871 | HUBS, ZEN, SPLK, HGV, SPOT | 13F-HR | 14 Aug 2020, 12:00 |
| Q1 2020 | 11 | $207,678,000 | +$118,072,597 | -$281,860,052 | -$163,787,455 | HUBS, SPLK, SQ, NOW, SE | 13F-HR | 14 May 2020, 12:03 |
| Q4 2019 | 11 | $369,838,000 | +$187,415,454 | -$75,988,585 | +$111,426,869 | SE, NSP, NOW, GOGO, CVNA | 13F-HR | 14 Feb 2020, 12:01 |
| Q3 2019 | 10 | $232,734,000 | +$144,032,393 | -$94,884,441 | +$49,147,952 | GOGO, GDDY, NSP, BABA, SE | 13F-HR | 13 Nov 2019, 13:33 |
| Q2 2019 | 10 | $177,929,000 | +$92,794,789 | -$72,597,731 | +$20,197,058 | PANW, IAC, GDDY, CVNA, SE | 13F-HR | 13 Aug 2019, 12:02 |
| Q1 2019 | 10 | $155,368,000 | +$69,397,270 | -$48,563,207 | +$20,834,063 | IAC, TWLO, CVNA, PANW, WIX | 13F-HR | 14 May 2019, 08:10 |
| Q4 2018 | 12 | $119,129,000 | $0 | $0 | $0 | IAC, XPO, HUBS, PANW, WIX | 13F-HR | 13 Feb 2019, 18:26 |