Kayak Investment Partners as of March 31, 2021
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 31 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu Spon Adr Rep A (BIDU) | 9.0 | $70M | 319k | 217.55 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.6 | $67M | 295k | 226.73 | |
| Walt Disney Company (DIS) | 7.4 | $58M | 313k | 184.52 | |
| Amazon (AMZN) | 6.2 | $48M | 16k | 3094.08 | |
| Roblox Corp Cl A (RBLX) | 6.0 | $47M | 718k | 64.83 | |
| Smartsheet Com Cl A (SMAR) | 5.5 | $43M | 665k | 63.92 | |
| salesforce (CRM) | 4.9 | $38M | 179k | 211.87 | |
| Datadog Cl A Com (DDOG) | 4.6 | $36M | 426k | 83.34 | |
| Universal Display Corporation (OLED) | 4.5 | $35M | 149k | 236.77 | |
| Facebook Cl A (META) | 4.5 | $35M | 119k | 294.53 | |
| Servicenow (NOW) | 4.1 | $32M | 63k | 500.10 | |
| Microsoft Corporation (MSFT) | 3.9 | $30M | 127k | 235.77 | |
| Atlassian Corp Cl A | 3.7 | $28M | 135k | 210.76 | |
| Warner Music Group Corp Com Cl A (WMG) | 3.0 | $24M | 687k | 34.33 | |
| Bill Com Holdings Ord (BILL) | 2.7 | $21M | 142k | 145.50 | |
| Advanced Micro Devices (AMD) | 2.6 | $21M | 261k | 78.50 | |
| Snowflake Cl A (SNOW) | 2.5 | $19M | 84k | 229.28 | |
| Docusign (DOCU) | 2.5 | $19M | 95k | 202.45 | |
| Netflix (NFLX) | 2.2 | $17M | 32k | 521.66 | |
| NVIDIA Corporation (NVDA) | 1.8 | $14M | 26k | 533.94 | |
| Okta Cl A (OKTA) | 1.7 | $13M | 59k | 220.42 | |
| Ye Cl A (YELP) | 1.5 | $12M | 307k | 39.00 | |
| Paypal Holdings (PYPL) | 1.4 | $11M | 44k | 242.84 | |
| Uber Technologies (UBER) | 1.3 | $9.9M | 182k | 54.51 | |
| Sitime Corp (SITM) | 1.0 | $7.8M | 79k | 98.60 | |
| Stmicroelectronics N V Ny Registry (STM) | 1.0 | $7.4M | 192k | 38.33 | |
| New Oriental Ed & Technology Spon Adr | 0.5 | $4.0M | 288k | 14.00 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $3.7M | 20k | 187.96 | |
| Pagerduty (PD) | 0.4 | $2.9M | 71k | 40.22 | |
| Velodyne Lidar | 0.3 | $2.7M | 237k | 11.40 | |
| C3 Ai Cl A (AI) | 0.3 | $2.5M | 38k | 65.92 |
