North Peak Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, North Peak Capital Management, LLC held in its portfolio 10 assets valued at $1,176,770,637 (i.e. $1.18B).

The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD T ($263.23M), HILTON GRAND VACATIONS INC ($231.45M), and CARVANA CO ($164.60M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in North Peak Capital Management, LLC Portfolio

INVESCO EXCHANGE TRADED FD T

HILTON GRAND VACATIONS INC

CARVANA CO

PEGASYSTEMS INC

SCHWAB CHARLES CORP

HAEMONETICS CORP MASS

DRIVEN BRANDS HLDGS INC

ELEVANCE HEALTH INC FORMERLY

SEA LTD

AGILON HEALTH INC

North Peak Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INVESCO EXCHANGE TRADED FD T	1374131	263228534	S&P500 EQL WGT
HILTON GRAND VACATIONS INC	5171995	231446776	COM
CARVANA CO	390023	164597506	CL A
PEGASYSTEMS INC	2400065	143331882	COM
SCHWAB CHARLES CORP	1234682	123357079	COM
HAEMONETICS CORP MASS	1102992	88404809	COM
DRIVEN BRANDS HLDGS INC	3990850	59144397	COM
ELEVANCE HEALTH INC FORMERLY	138991	48723295	COM
SEA LTD	221599	28269384	SPONSORD ADS
AGILON HEALTH INC	38139937	26266975	COM