Kayak Investment Partners

Kayak Investment Partners as of March 31, 2019

Portfolio Holdings for Kayak Investment Partners

Kayak Investment Partners holds 14 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Universal Display Corporation (OLED) 16.1 $21M 137k 152.85
Alibaba Group Holding (BABA) 13.2 $17M 94k 182.45
Smartsheet (SMAR) 12.3 $16M 391k 40.79
Docusign (DOCU) 11.3 $15M 284k 51.84
Amazon (AMZN) 9.2 $12M 6.7k 1780.78
Coherent 7.1 $9.2M 65k 141.72
salesforce (CRM) 5.5 $7.2M 45k 158.38
New Relic 5.5 $7.2M 73k 98.71
Microsoft Corporation (MSFT) 5.1 $6.6M 56k 117.94
Cypress Semiconductor Corporation 4.5 $5.8M 387k 14.92
Servicenow (NOW) 3.6 $4.7M 19k 246.46
Anaplan 2.7 $3.5M 88k 39.36
Grubhub 2.4 $3.1M 45k 69.46
Paypal Holdings (PYPL) 1.4 $1.8M 18k 103.83