Kayak Investment Partners

Kayak Investment Partners as of Dec. 31, 2017

Portfolio Holdings for Kayak Investment Partners

Kayak Investment Partners holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 11.9 $24M 127k 191.96
Amazon (AMZN) 11.5 $24M 20k 1169.45
Facebook Inc cl a (META) 11.2 $23M 130k 176.46
Alibaba Group Holding (BABA) 7.6 $16M 90k 172.43
Lumentum Hldgs (LITE) 7.4 $15M 312k 48.90
Himax Technologies 5.6 $12M 700k 16.46
Servicenow (NOW) 5.5 $11M 86k 130.39
salesforce (CRM) 5.2 $11M 104k 102.23
Microsoft Corporation (MSFT) 5.1 $10M 122k 85.54
Ctrip.com International 4.9 $10M 228k 44.10
Himax Technologies (HIMX) 4.5 $9.2M 881k 10.42
Zillow Group Inc Cl C Cap Stk (Z) 4.3 $8.8M 214k 40.92
Twitter 3.5 $7.2M 300k 24.01
Paypal Holdings (PYPL) 3.3 $6.8M 92k 73.62
NVIDIA Corporation (NVDA) 3.2 $6.7M 34k 193.51
Jd (JD) 3.2 $6.5M 158k 41.42
STMicroelectronics (STM) 2.2 $4.6M 209k 21.84