North Peak Capital Management’s Gogo Inc GOGO Stock Holding History

North Peak Capital Management’s Portfolio GOGO Stock Details GOGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,251,114	Closed	-$40M	–	14
2019 Q4	$40M	Buy	6,251,114 +381,822	+7%	+$2.22M	10.82%	4
2019 Q3	$35.4M	Buy	5,869,292 +2,464,937	+72%	+$11.6M	15.21%	1
2019 Q2	$13.5M	Buy	3,404,355 +623,708	+22%	+$3.03M	7.61%	9
2019 Q1	$12.5M	Buy	2,780,647 +2,530,647	+1,012%	+$10.5M	8.04%	8
2018 Q4	$748K	Buy	+250,000	New	+$1.25M	0.63%	12

Other funds holding GOGO

MCM

Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $216M AUM 75.21% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

North Peak Capital Management's GOGO Position: Q1 2020 in Review

North Peak Capital Management sold out of Gogo Inc (GOGO) in Q1 2020, closing a stake of 6,251,114 shares — an estimated $40M sold.

North Peak Capital Management first reported a position in GOGO in Q4 2018 and held it in 5 quarters. The position peaked at $40M in Q4 2019. 120 funds tracked by Wall St. Rank hold GOGO as of Q1 2020.

North Peak Capital Management reported no remaining Gogo Inc position as of Q1 2020 after selling out during the quarter.
North Peak Capital Management sold 6,251,114 Gogo Inc shares in Q1 2020, an estimated $40M.
North Peak Capital Management first reported a position in Gogo Inc in Q4 2018 and held it in 5 quarters.
North Peak Capital Management's Gogo Inc position peaked at $40M in Q4 2019.
120 funds tracked by Wall St. Rank held Gogo Inc as of Q1 2020.

Based on North Peak Capital Management's 13F filing for Q1 2020, filed 14 May 2020.