Kayak Investment Partners as of Dec. 31, 2019
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 14.0 | $23M | 110k | 212.10 | |
| 9.5 | $16M | 497k | 32.05 | ||
| Smartsheet (SMAR) | 8.9 | $15M | 332k | 44.92 | |
| Microsoft Corporation (MSFT) | 8.9 | $15M | 94k | 157.70 | |
| Datadog Inc Cl A (DDOG) | 8.4 | $14M | 372k | 37.78 | |
| Anaplan | 7.9 | $13M | 252k | 52.40 | |
| stock | 7.5 | $13M | 84k | 149.76 | |
| Servicenow (NOW) | 7.2 | $12M | 43k | 282.32 | |
| Snap Inc cl a (SNAP) | 4.6 | $7.7M | 474k | 16.33 | |
| salesforce (CRM) | 4.2 | $7.0M | 43k | 162.65 | |
| Paypal Holdings (PYPL) | 4.0 | $6.6M | 61k | 108.17 | |
| Iqiyi (IQ) | 2.8 | $4.7M | 225k | 21.11 | |
| Pagerduty (PD) | 2.8 | $4.6M | 198k | 23.39 | |
| Applied Materials (AMAT) | 2.7 | $4.6M | 75k | 61.05 | |
| Atlassian Corp Plc cl a | 2.5 | $4.1M | 34k | 120.33 | |
| Barclays Bk Plc cmn | 2.2 | $3.6M | 239k | 15.12 | |
| Amazon (AMZN) | 1.9 | $3.3M | 1.8k | 1847.81 |
