Kayak Investment Partners as of June 30, 2018
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 15 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 17.5 | $22M | 57k | 391.42 | |
| Amazon (AMZN) | 15.5 | $20M | 12k | 1699.83 | |
| Alibaba Group Holding (BABA) | 8.2 | $10M | 56k | 185.53 | |
| Microsoft Corporation (MSFT) | 7.0 | $8.9M | 90k | 98.61 | |
| Ctrip.com International | 6.5 | $8.2M | 172k | 47.63 | |
| Arista Networks (ANET) | 6.3 | $8.0M | 31k | 257.50 | |
| Facebook Inc cl a (META) | 6.0 | $7.6M | 39k | 194.32 | |
| Smartsheet (SMAR) | 5.3 | $6.8M | 261k | 25.97 | |
| Servicenow (NOW) | 4.5 | $5.7M | 33k | 172.47 | |
| Yelp Inc cl a (YELP) | 4.3 | $5.4M | 138k | 39.18 | |
| STMicroelectronics (STM) | 4.0 | $5.0M | 226k | 22.12 | |
| Jd (JD) | 3.9 | $4.9M | 126k | 38.95 | |
| New Relic | 3.8 | $4.9M | 48k | 100.60 | |
| salesforce (CRM) | 3.6 | $4.6M | 34k | 136.39 | |
| Docusign (DOCU) | 3.6 | $4.5M | 85k | 52.95 |
