Kayak Investment Partners as of Dec. 31, 2020
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 9.0 | $72M | 308k | 232.73 | |
| Walt Disney Company (DIS) | 9.0 | $71M | 394k | 181.18 | |
| Facebook Cl A (META) | 7.4 | $59M | 218k | 273.16 | |
| Amazon (AMZN) | 7.0 | $55M | 17k | 3256.92 | |
| Microsoft Corporation (MSFT) | 6.5 | $52M | 232k | 222.42 | |
| Smartsheet Com Cl A (SMAR) | 6.0 | $48M | 686k | 69.29 | |
| Datadog Cl A Com (DDOG) | 5.7 | $46M | 465k | 98.44 | |
| salesforce (CRM) | 5.6 | $45M | 202k | 222.53 | |
| Atlassian Corp Cl A | 4.1 | $32M | 139k | 233.87 | |
| Advanced Micro Devices (AMD) | 3.8 | $31M | 334k | 91.71 | |
| Servicenow (NOW) | 3.8 | $31M | 56k | 550.42 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.7 | $30M | 782k | 37.99 | |
| Stmicroelectronics N V Ny Registry (STM) | 2.7 | $22M | 589k | 37.12 | |
| Docusign (DOCU) | 2.7 | $21M | 96k | 222.29 | |
| Bill Com Holdings Ord (BILL) | 2.7 | $21M | 156k | 136.50 | |
| Paypal Holdings (PYPL) | 2.6 | $21M | 88k | 234.20 | |
| Netflix (NFLX) | 2.5 | $20M | 36k | 540.74 | |
| Ye Cl A (YELP) | 2.4 | $19M | 581k | 32.67 | |
| Okta Cl A (OKTA) | 2.1 | $17M | 66k | 254.26 | |
| NVIDIA Corporation (NVDA) | 1.9 | $15M | 29k | 522.21 | |
| Universal Display Corporation (OLED) | 1.9 | $15M | 65k | 229.80 | |
| Apple (AAPL) | 1.8 | $14M | 109k | 132.69 | |
| Snowflake Cl A (SNOW) | 1.3 | $11M | 37k | 281.40 | |
| Uber Technologies (UBER) | 1.2 | $9.3M | 182k | 51.00 | |
| Live Nation Entertainment (LYV) | 0.9 | $7.3M | 99k | 73.48 | |
| Baidu Spon Adr Rep A (BIDU) | 0.9 | $7.0M | 33k | 216.24 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $3.3M | 23k | 146.79 | |
| Pagerduty (PD) | 0.4 | $3.0M | 71k | 41.70 | |
| C3 Ai Cl A (AI) | 0.1 | $1.2M | 8.5k | 138.73 |
