Kayak Investment Partners as of Sept. 30, 2017
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 17 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Himax Technologies (HIMX) | 13.8 | $27M | 2.5M | 10.93 | |
| Netflix (NFLX) | 11.7 | $23M | 127k | 181.35 | |
| Facebook Inc cl a (META) | 11.3 | $22M | 130k | 170.87 | |
| Alibaba Group Holding (BABA) | 9.7 | $19M | 111k | 172.71 | |
| Amazon (AMZN) | 8.6 | $17M | 18k | 961.37 | |
| Lumentum Hldgs (LITE) | 6.5 | $13M | 236k | 54.35 | |
| Ctrip.com International | 6.0 | $12M | 223k | 52.74 | |
| Inphi Corporation | 5.6 | $11M | 277k | 39.69 | |
| Servicenow (NOW) | 5.1 | $10M | 86k | 117.54 | |
| salesforce (CRM) | 4.9 | $9.7M | 104k | 93.42 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.4 | $8.6M | 214k | 40.21 | |
| Coherent | 4.2 | $8.3M | 35k | 235.16 | |
| Universal Display Corporation (OLED) | 2.9 | $5.7M | 44k | 128.85 | |
| 2.1 | $4.2M | 250k | 16.87 | ||
| Microsoft Corporation (MSFT) | 1.8 | $3.5M | 47k | 74.49 | |
| Barclays Bk Plc Ipath S&p500 Vix etf | 0.8 | $1.7M | 42k | 39.19 | |
| Neophotonics | 0.3 | $556k | 100k | 5.56 |
