Kayak Investment Partners as of March 31, 2018
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 14 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 21.9 | $27M | 90k | 295.34 | |
| Amazon (AMZN) | 14.3 | $17M | 12k | 1447.34 | |
| Alibaba Group Holding (BABA) | 9.8 | $12M | 64k | 183.53 | |
| Microsoft Corporation (MSFT) | 9.3 | $11M | 123k | 91.27 | |
| Ctrip.com International | 7.6 | $9.3M | 198k | 46.62 | |
| salesforce (CRM) | 7.3 | $8.9M | 76k | 116.29 | |
| Servicenow (NOW) | 6.5 | $7.8M | 47k | 165.45 | |
| Facebook Inc cl a (META) | 6.0 | $7.2M | 45k | 159.78 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.5 | $5.5M | 102k | 53.80 | |
| Arista Networks | 3.8 | $4.6M | 18k | 255.29 | |
| Jd (JD) | 3.5 | $4.2M | 103k | 40.49 | |
| New Relic | 2.4 | $2.9M | 40k | 74.13 | |
| Iqiyi (IQ) | 1.9 | $2.3M | 150k | 15.55 | |
| STMicroelectronics (STM) | 1.3 | $1.5M | 69k | 22.30 |
