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North Peak Capital Management, LLC - Portfolio Stock Holdings

North Peak Capital Management, LLC disclosed 9 stock positions in a recent SEC 13F filing. $483,249,843 of stock holdings were filed, with the largest holdings including HGV, SCHW, and DRVN. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $1,703,000,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

9

Est. Stock Holding Value:

$483,249,843

Top Stock Holdings By Sector

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Portfolio Stock Holdings - North Peak Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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