Michael Lorch

North Peak Capital Management, Llc

Assets Managed

$601.349M

Holdings

Last Quarter

2026 - Q1

Filed Date

8d ago

Growth Rate

-48.89%(2Q avg: -22.89%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in North Peak Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7 positions.

Assets under management

The assets under management (AUM) of North Peak Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 601.349M in assets, with a quarterly growth rate of -48.89% and a 2-quarter average growth rate of -22.89%. The portfolio is managed by Michael Lorch, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HGV Hilton Grand Vacations Inc Recent Activity Decreased -14.37%	28.82%	$173.254M 4.429M shares@ $39.13 avg price	Decreased -14.37%
CVNA Carvana Co Recent Activity Increased 7.94%	22.01%	$132.343M 420,965 shares@ $314.39 avg price	Increased 7.94%
SCHW Schwab (charles) Corp Recent Activity Decreased -2.67%	18.78%	$112.928M 1.202M shares@ $93.99 avg price	Decreased -2.67%
DRVN Driven Brands Holdings Inc Recent Activity Increased 26.68%	10.61%	$63.747M 5.055M shares@ $12.62 avg price	Increased 26.68%
HAE Haemonetics Corp Mass Recent Activity Decreased -9.43%	9.37%	$56.301M 998,953 shares@ $56.36 avg price	Decreased -9.43%
SE Sea Ltd-adr Recent Activity Increased 175.49%	8.41%	$50.552M 610,463 shares@ $82.81 avg price	Increased 175.49%
AGL Agilon Health Inc Recent Activity New Position	2.04%	$12.225M 1.546M shares@ $7.92 avg price	New Position

1-7 of 7