North Peak Capital Management, LLC Buys Twilio Inc, Carvana Co, Gogo Inc, Sells XPO Logistics Inc, HubSpot Inc, Carbon Black Inc

• New Purchases: TWLO, TNET, WTRH,
• Added Positions: CVNA, GOGO, IAC, HOME, PANW,
• Reduced Positions: WIX,
• Sold Out: XPO, HUBS, CBLK, RPD, BCOR,

For the details of North Peak Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/north+peak+capital+management%2C+llc/current-portfolio/portfolio

1. IAC/InterActiveCorp (IAC) - 138,043 shares, 18.67% of the total portfolio. Shares added by 28.74%
2. Twilio Inc (TWLO) - 153,927 shares, 12.80% of the total portfolio. New Position
3. Carvana Co (CVNA) - 336,200 shares, 12.56% of the total portfolio. Shares added by 422.69%
4. Palo Alto Networks Inc (PANW) - 74,729 shares, 11.68% of the total portfolio. Shares added by 4.38%
5. Wix.com Ltd (WIX) - 139,344 shares, 10.84% of the total portfolio. Shares reduced by 2.4%

North Peak Capital Management, LLC initiated holding in Twilio Inc. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $126.03. The impact to a portfolio due to this purchase was 12.8%. The holding were 153,927 shares as of .

North Peak Capital Management, LLC initiated holding in Trinet Group Inc. The purchase prices were between $39.76 and $62.62, with an estimated average price of $52.58. The stock is now traded at around $60.69. The impact to a portfolio due to this purchase was 5.71%. The holding were 148,370 shares as of .

North Peak Capital Management, LLC initiated holding in Waitr Holdings Inc. The purchase prices were between $10.48 and $14.15, with an estimated average price of $11.94. The stock is now traded at around $8.71. The impact to a portfolio due to this purchase was 2.61%. The holding were 330,000 shares as of .

North Peak Capital Management, LLC added to a holding in Carvana Co by 422.69%. The purchase prices were between $30.19 and $58.15, with an estimated average price of $41.74. The stock is now traded at around $62.90. The impact to a portfolio due to this purchase was 10.16%. The holding were 336,200 shares as of .

North Peak Capital Management, LLC added to a holding in Gogo Inc by 1012.26%. The purchase prices were between $2.99 and $5.05, with an estimated average price of $4.14. The stock is now traded at around $5.56. The impact to a portfolio due to this purchase was 7.32%. The holding were 2,780,647 shares as of .

North Peak Capital Management, LLC added to a holding in IAC/InterActiveCorp by 28.74%. The purchase prices were between $173.5 and $224, with an estimated average price of $206.73. The stock is now traded at around $226.46. The impact to a portfolio due to this purchase was 4.17%. The holding were 138,043 shares as of .

North Peak Capital Management, LLC sold out a holding in XPO Logistics Inc. The sale prices were between $46.2 and $63.89, with an estimated average price of $55.6.

North Peak Capital Management, LLC sold out a holding in HubSpot Inc. The sale prices were between $118.83 and $176.22, with an estimated average price of $157.96.

North Peak Capital Management, LLC sold out a holding in Carbon Black Inc. The sale prices were between $12.56 and $16.46, with an estimated average price of $14.27.

North Peak Capital Management, LLC sold out a holding in Rapid7 Inc. The sale prices were between $29.51 and $52.38, with an estimated average price of $42.57.

North Peak Capital Management, LLC sold out a holding in Blucora Inc. The sale prices were between $25.47 and $34.02, with an estimated average price of $29.06.