Kayak Investment Partners as of Dec. 31, 2018
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 9 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 19.5 | $11M | 108k | 101.57 | |
| Alibaba Group Holding (BABA) | 19.4 | $11M | 80k | 137.06 | |
| Smartsheet (SMAR) | 14.6 | $8.2M | 331k | 24.86 | |
| Servicenow (NOW) | 11.0 | $6.2M | 35k | 178.06 | |
| New Relic | 10.4 | $5.9M | 73k | 80.96 | |
| Amazon (AMZN) | 8.5 | $4.8M | 3.2k | 1501.88 | |
| salesforce (CRM) | 8.2 | $4.6M | 34k | 136.96 | |
| Docusign (DOCU) | 7.5 | $4.2M | 105k | 40.08 | |
| Anaplan | 0.7 | $413k | 16k | 26.53 |
