Kayak Investment Partners as of June 30, 2017
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 18 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Universal Display Corporation (OLED) | 13.5 | $29M | 262k | 109.25 | |
| Alibaba Group Holding (BABA) | 10.3 | $22M | 156k | 140.90 | |
| Himax Technologies (HIMX) | 10.2 | $22M | 2.6M | 8.20 | |
| Facebook Inc cl a (META) | 9.7 | $21M | 136k | 150.98 | |
| Netflix (NFLX) | 9.4 | $20M | 134k | 149.41 | |
| Ctrip.com International | 8.5 | $18M | 335k | 53.86 | |
| Lumentum Hldgs (LITE) | 5.5 | $12M | 204k | 57.05 | |
| Amazon (AMZN) | 5.4 | $12M | 12k | 968.02 | |
| Servicenow (NOW) | 4.8 | $10M | 96k | 106.00 | |
| salesforce (CRM) | 4.7 | $9.9M | 115k | 86.60 | |
| Coherent | 3.9 | $8.4M | 37k | 224.98 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.9 | $8.3M | 169k | 49.01 | |
| Inphi Corporation | 3.5 | $7.5M | 218k | 34.30 | |
| 2.1 | $4.5M | 250k | 17.87 | ||
| Microsoft Corporation (MSFT) | 1.6 | $3.4M | 50k | 68.93 | |
| Arista Networks (ANET) | 1.4 | $3.0M | 20k | 149.80 | |
| Zillow Group Inc call | 1.1 | $2.5M | 50k | 49.02 | |
| Neophotonics | 0.4 | $772k | 100k | 7.72 |
