Kayak Investment Partners

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) 13.9 $287M 262k 1092.50
Alibaba Group Holding (BABA) 10.7 $220M 156k 1409.00
Himax Technologies (HIMX) 10.5 $216M 2.6M 82.00
Facebook Inc cl a (META) 10.0 $206M 136k 1509.80
Netflix (NFLX) 9.8 $201M 134k 1494.10
Ctrip.com International 8.8 $181M 335k 538.60
Lumentum Hldgs (LITE) 5.7 $117M 204k 570.50
Amazon (AMZN) 5.6 $116M 12k 9680.03
Servicenow (NOW) 4.9 $102M 96k 1060.00
salesforce (CRM) 4.8 $99M 115k 866.00
Coherent 4.1 $84M 37k 2249.91
Zillow Group Inc Cl C Cap Stk (Z) 4.0 $83M 169k 490.10
Inphi Corporation 3.6 $75M 218k 343.00
Microsoft Corporation (MSFT) 1.7 $34M 50k 689.30
Arista Networks (ANET) 1.4 $30M 20k 1497.92
Twitter 0.2 $4.5M 250k 17.87
Zillow Group Inc call 0.1 $2.5M 50k 49.02
Neophotonics 0.0 $772k 100k 7.72