Kayak Investment Partners as of Sept. 30, 2019
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 11.6 | $21M | 122k | 167.23 | |
| Amazon (AMZN) | 8.2 | $15M | 8.3k | 1735.87 | |
| Alphabet Inc Class A cs (GOOGL) | 7.1 | $13M | 10k | 1221.18 | |
| stock | 7.0 | $12M | 106k | 117.86 | |
| Microsoft Corporation (MSFT) | 6.7 | $12M | 85k | 139.04 | |
| Anaplan | 6.5 | $12M | 245k | 47.00 | |
| New Oriental Education & Tech | 5.9 | $11M | 95k | 110.76 | |
| Smartsheet (SMAR) | 5.6 | $10M | 277k | 36.03 | |
| Pinterest Inc Cl A (PINS) | 5.6 | $9.9M | 373k | 26.45 | |
| Servicenow (NOW) | 4.7 | $8.2M | 33k | 253.86 | |
| salesforce (CRM) | 4.5 | $7.9M | 54k | 148.44 | |
| Datadog Inc Cl A (DDOG) | 4.3 | $7.7M | 227k | 33.91 | |
| Snap Inc cl a (SNAP) | 4.2 | $7.5M | 474k | 15.80 | |
| Advanced Micro Devices (AMD) | 3.3 | $5.9M | 202k | 28.99 | |
| Godaddy Inc cl a (GDDY) | 2.9 | $5.0M | 76k | 65.98 | |
| Western Digital (WDC) | 2.8 | $5.0M | 83k | 59.64 | |
| Greensky Inc Class A | 2.5 | $4.5M | 656k | 6.85 | |
| Okta Inc cl a (OKTA) | 2.2 | $3.9M | 40k | 98.46 | |
| Docusign (DOCU) | 1.1 | $2.0M | 33k | 61.93 | |
| Pagerduty (PD) | 1.1 | $2.0M | 71k | 28.25 | |
| Iqiyi (IQ) | 1.1 | $1.9M | 119k | 16.13 | |
| Baidu (BIDU) | 1.0 | $1.8M | 18k | 102.78 |
