Kayak Investment Partners as of June 30, 2019
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 14 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet (SMAR) | 15.5 | $22M | 454k | 48.40 | |
| Alibaba Group Holding (BABA) | 13.4 | $19M | 112k | 169.45 | |
| Amazon (AMZN) | 10.8 | $15M | 8.1k | 1893.66 | |
| Microsoft Corporation (MSFT) | 10.1 | $14M | 107k | 133.96 | |
| New Relic | 7.5 | $11M | 123k | 86.51 | |
| Anaplan | 7.4 | $11M | 209k | 50.47 | |
| salesforce (CRM) | 7.4 | $11M | 69k | 151.73 | |
| Baidu (BIDU) | 6.8 | $9.6M | 82k | 117.36 | |
| Servicenow (NOW) | 5.7 | $8.0M | 29k | 274.58 | |
| New Oriental Education & Tech | 5.5 | $7.8M | 81k | 96.58 | |
| Iqiyi (IQ) | 5.1 | $7.3M | 352k | 20.65 | |
| Paypal Holdings (PYPL) | 2.8 | $3.9M | 34k | 114.45 | |
| Direxion Shs Etf Trust- Direxion Daily Ftse China Bea etf (YANG) | 1.2 | $1.8M | 38k | 45.91 | |
| Advanced Micro Devices (AMD) | 1.0 | $1.4M | 47k | 30.36 |
