SEC 13F Intelligence

Managers / Q3 2020 · view latest →

North Peak Capital Management, LLC

CIK 0001747888 · 405 LEXINGTON AVENUE, SUITE 5001, NEW YORK, NY, 10174 · 212-209-3904

Reported Value
$525M
Q3 2020
Positions
9
Filings on Record
30
2019–present window
Filed
Nov 16, 2020
original filing

Summary

North Peak Capital Management, Llc reported $525M in U.S.-listed holdings across 9 positions for Q3 2020.

The portfolio is heavily concentrated: HUBS alone accounts for 21.5% of reported value.

Compared with Q2 2020, the fund opened 4 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $119MQ4 ’18Q1 ’19: $155MQ2 ’19: $178MQ3 ’19: $233MQ4 ’19: $370MQ4 ’19Q1 ’20: $208MQ2 ’20: $454MQ3 ’20: $525MQ4 ’20: $559MQ4 ’20Q1 ’21: $452MQ2 ’21: $516MQ3 ’21: $778MQ4 ’21: $921MQ4 ’21Q1 ’22: $725MQ2 ’22: $713MQ3 ’22: $647MQ4 ’22: $677.8BQ4 ’22Q1 ’23: $780MQ2 ’23: $872MQ3 ’23: $812MQ4 ’23: $952MQ4 ’23Q1 ’24: $900MQ2 ’24: $851MQ3 ’24: $711MQ4 ’24: $755MQ4 ’24Q1 ’25: $996MQ2 ’25: $1.3BQ3 ’25: $1.1BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $601Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$601M7May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B10Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B9Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B8Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$996M8May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$755M7Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$711M7Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$851M8Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$900M8May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$952M9Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$812M8Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$872M6Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$780M5May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$677.8B4Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$647M5Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$713M6Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$725M7May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$921M6Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$778M8Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$516M4Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$452M5May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$559M9Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$525M9Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$454M9Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$208M11May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$370M11Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$233M10Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$178M10Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$155M10May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$119M12Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.