Kayak Investment Partners as of June 30, 2020
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 20 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 16.0 | $38M | 177k | 215.70 | |
| Netflix (NFLX) | 10.9 | $26M | 58k | 455.04 | |
| Microsoft Corporation (MSFT) | 9.9 | $24M | 116k | 203.51 | |
| Amazon (AMZN) | 8.5 | $20M | 7.4k | 2758.85 | |
| Draftkings Com Cl A | 6.5 | $16M | 468k | 33.26 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 6.2 | $15M | 856k | 17.27 | |
| Uber Technologies (UBER) | 6.2 | $15M | 474k | 31.08 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.1 | $15M | 492k | 29.50 | |
| stock | 5.8 | $14M | 69k | 198.70 | |
| Servicenow (NOW) | 5.0 | $12M | 29k | 405.05 | |
| salesforce (CRM) | 3.8 | $9.0M | 48k | 187.33 | |
| Disney Walt Com Disney (DIS) | 3.7 | $8.9M | 80k | 111.51 | |
| 2.5 | $5.9M | 198k | 29.79 | ||
| Atlassian Corp Cl A | 2.4 | $5.8M | 32k | 180.27 | |
| Baidu Spon Adr Rep A (BIDU) | 1.6 | $3.9M | 33k | 119.89 | |
| Greensky Cl A | 1.3 | $3.2M | 656k | 4.90 | |
| Smartsheet Com Cl A (SMAR) | 1.0 | $2.5M | 49k | 50.92 | |
| Datadog Cl A Com (DDOG) | 1.0 | $2.4M | 28k | 86.95 | |
| Pagerduty (PD) | 0.9 | $2.0M | 71k | 28.63 | |
| Anaplan | 0.7 | $1.7M | 37k | 45.30 |
