Kayak Investment Partners as of March 31, 2020
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 14.9 | $34M | 173k | 194.48 | |
| Iqiyi (IQ) | 12.9 | $29M | 1.6M | 17.80 | |
| Netflix (NFLX) | 11.4 | $26M | 69k | 375.50 | |
| Microsoft Corporation (MSFT) | 11.3 | $25M | 161k | 157.71 | |
| stock | 7.0 | $16M | 125k | 126.23 | |
| 6.4 | $15M | 590k | 24.56 | ||
| Servicenow (NOW) | 5.6 | $13M | 44k | 286.59 | |
| Paypal Holdings (PYPL) | 4.1 | $9.3M | 98k | 95.74 | |
| Uber Technologies (UBER) | 3.5 | $7.8M | 281k | 27.92 | |
| salesforce (CRM) | 3.1 | $7.1M | 49k | 143.97 | |
| Datadog Inc Cl A (DDOG) | 3.1 | $7.1M | 197k | 35.98 | |
| Zoom Video Communications In cl a (ZM) | 3.0 | $6.8M | 47k | 146.11 | |
| Anaplan | 3.0 | $6.8M | 223k | 30.26 | |
| Amazon (AMZN) | 2.9 | $6.6M | 3.4k | 1949.75 | |
| Okta Inc cl a (OKTA) | 2.1 | $4.8M | 39k | 122.26 | |
| Atlassian Corp Plc cl a | 2.0 | $4.5M | 33k | 137.25 | |
| Greensky Inc Class A | 1.1 | $2.5M | 656k | 3.82 | |
| Baidu (BIDU) | 0.8 | $1.8M | 18k | 100.79 | |
| Docusign (DOCU) | 0.7 | $1.5M | 17k | 92.38 | |
| Pagerduty (PD) | 0.5 | $1.2M | 71k | 17.28 | |
| Snap Inc cl a (SNAP) | 0.5 | $1.1M | 90k | 11.89 |
