North Peak Capital Management
$900M 13F equity value
9 Holdings
Quarter ended June 30, 2026
The latest 13F on file for North Peak Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | 4,452,472 | $233M | 25.9% |
| AGL | AGILON HEALTH INC | 1,485,066 | $159M | 17.7% |
| SCHW | SCHWAB CHARLES CORP | 1,646,358 | $152M | 16.9% |
| CVNA | CARVANA CO | 2,306,869 | $152M | 16.9% |
| SE | SEA LTD | 754,618 | $72M | 8.0% |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 2,307,148 | $71M | 7.9% |
| CELH | CELSIUS HLDGS INC | 1,195,244 | $35M | 3.9% |
| HAE | HAEMONETICS CORP MASS | 343,077 | $26M | 2.9% |
| DRVN | DRIVEN BRANDS HLDGS INC |
Track North Peak Capital Management's 13F portfolio: $900M in reported holdings, 9 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}