Kayak Investment Partners

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