account_balance
Investment manager · 13F filer · SEC CIK 1747888
North Peak Capital Management, LLC
Reported value$900Mas of Jun 30, 2026
Positions8 2 new, 1 sold out
Top 10 weight100.0%HGV alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 8 stocks.
HGVHilton Grand Vacations Inc
25.9%
AGLAgilon Health Inc
17.7%Trimmed −4%
SCHWSchwab Charles Corp
16.9%Added +37%
CVNACarvana Co
16.9%Added +448%
SESea Ltd
8.0%Added +24%
FIGRFigure Technology Solutio
7.9%New
CELHCelsius Hldgs Inc
3.9%New
HAE2.9%HGVHilton Grand Vacations Inc
25.9%
AGLAgilon Health Inc
17.7%Trimmed −4%
SCHWSchwab Charles Corp
16.9%Added +37%
CVNACarvana Co
16.9%Added +448%
SESea Ltd
8.0%Added +24%
FIGRFigure Technology Solutio
7.9%New
CELH3.9%HAE2.9%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 8 as a list
What changed