Kayak Investment Partners

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
Twitter 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 (SPLK) 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