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 |
