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 | |
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 |