Kayak Investment Partners as of Sept. 30, 2018
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 13 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Netflix (NFLX) | 14.8 | $15M | 39k | 374.12 | |
Alibaba Group Holding (BABA) | 13.2 | $13M | 80k | 164.76 | |
Microsoft Corporation (MSFT) | 10.6 | $11M | 92k | 114.37 | |
Yelp Inc cl a (YELP) | 8.7 | $8.7M | 176k | 49.20 | |
Smartsheet (SMAR) | 8.7 | $8.6M | 276k | 31.26 | |
NVIDIA Corporation (NVDA) | 7.7 | $7.6M | 27k | 281.03 | |
Servicenow (NOW) | 6.8 | $6.8M | 35k | 195.63 | |
Ctrip.com International | 6.5 | $6.5M | 175k | 37.17 | |
Arista Networks (ANET) | 5.9 | $5.9M | 22k | 265.86 | |
salesforce (CRM) | 5.4 | $5.4M | 34k | 159.04 | |
Docusign (DOCU) | 4.5 | $4.5M | 85k | 52.57 | |
New Relic | 3.9 | $3.9M | 41k | 94.23 | |
STMicroelectronics (STM) | 3.0 | $3.0M | 165k | 18.34 |