Kayak Investment Partners as of Sept. 30, 2020
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 30 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 14.5 | $106M | 362k | 293.98 | |
| Amazon (AMZN) | 7.3 | $54M | 17k | 3148.75 | |
| Netflix (NFLX) | 7.0 | $51M | 102k | 500.03 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 6.3 | $46M | 1.8M | 25.16 | |
| salesforce (CRM) | 5.7 | $42M | 167k | 251.32 | |
| Microsoft Corporation (MSFT) | 5.6 | $41M | 194k | 210.33 | |
| Facebook Cl A (META) | 4.3 | $32M | 121k | 261.90 | |
| Servicenow (NOW) | 4.3 | $31M | 65k | 484.99 | |
| Uber Technologies (UBER) | 4.1 | $30M | 829k | 36.48 | |
| Disney Walt Com Disney (DIS) | 4.1 | $30M | 241k | 124.08 | |
| Datadog Cl A Com (DDOG) | 3.9 | $28M | 278k | 102.16 | |
| stock | 3.6 | $26M | 140k | 188.13 | |
| Atlassian Corp Cl A | 3.4 | $25M | 139k | 181.79 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.1 | $23M | 797k | 28.74 | |
| Stmicroelectronics N V Ny Registry (STM) | 2.5 | $18M | 589k | 30.69 | |
| Paypal Holdings (PYPL) | 2.4 | $17M | 88k | 197.03 | |
| Docusign (DOCU) | 2.3 | $17M | 79k | 215.24 | |
| Smartsheet Com Cl A (SMAR) | 2.3 | $17M | 339k | 49.42 | |
| Okta Cl A (OKTA) | 1.9 | $14M | 66k | 213.85 | |
| Apple (AAPL) | 1.7 | $13M | 109k | 115.81 | |
| Coupa Software | 1.7 | $12M | 45k | 274.24 | |
| Bill Com Holdings Ord (BILL) | 1.3 | $9.9M | 98k | 100.31 | |
| Live Nation Entertainment (LYV) | 1.3 | $9.8M | 182k | 53.88 | |
| NVIDIA Corporation (NVDA) | 1.3 | $9.6M | 18k | 541.24 | |
| Draftkings Com Cl A | 1.0 | $7.4M | 126k | 58.84 | |
| 0.9 | $6.8M | 153k | 44.50 | ||
| Advanced Micro Devices (AMD) | 0.8 | $5.7M | 69k | 82.00 | |
| Baidu Spon Adr Rep A (BIDU) | 0.6 | $4.1M | 33k | 126.58 | |
| Greensky Cl A | 0.4 | $2.9M | 656k | 4.44 | |
| Pagerduty (PD) | 0.3 | $1.9M | 71k | 27.11 |
