Kayak Investment Partners as of June 30, 2021
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 28 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.8 | $65M | 287k | 226.78 | |
| Baidu Spon Adr Rep A (BIDU) | 7.8 | $64M | 316k | 203.90 | |
| Roblox Corp Cl A (RBLX) | 6.6 | $55M | 612k | 89.98 | |
| Amazon (AMZN) | 6.4 | $53M | 16k | 3440.19 | |
| Walt Disney Company (DIS) | 5.7 | $48M | 271k | 175.77 | |
| Smartsheet Com Cl A (SMAR) | 5.7 | $47M | 654k | 72.32 | |
| salesforce (CRM) | 5.3 | $44M | 180k | 244.27 | |
| Facebook Cl A (META) | 5.0 | $42M | 119k | 347.71 | |
| Universal Display Corporation (OLED) | 4.8 | $40M | 178k | 222.33 | |
| Servicenow (NOW) | 4.2 | $34M | 63k | 549.55 | |
| Microsoft Corporation (MSFT) | 4.0 | $33M | 123k | 270.90 | |
| Datadog Cl A Com (DDOG) | 4.0 | $33M | 318k | 104.08 | |
| Docusign (DOCU) | 3.5 | $29M | 105k | 279.57 | |
| Atlassian Corp Cl A | 3.3 | $28M | 107k | 256.86 | |
| New Oriental Ed & Technology Spon Adr | 3.2 | $27M | 3.2M | 8.19 | |
| Snowflake Cl A (SNOW) | 3.1 | $26M | 108k | 241.80 | |
| Advanced Micro Devices (AMD) | 3.1 | $26M | 277k | 93.93 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.9 | $24M | 673k | 36.04 | |
| Airbnb Com Cl A (ABNB) | 2.7 | $23M | 147k | 153.14 | |
| Okta Cl A (OKTA) | 2.1 | $17M | 70k | 244.69 | |
| Bill Com Holdings Ord (BILL) | 1.9 | $16M | 85k | 183.18 | |
| Sitime Corp (SITM) | 1.4 | $11M | 90k | 126.59 | |
| Ye Cl A (YELP) | 1.4 | $11M | 284k | 39.96 | |
| C3 Ai Cl A (AI) | 1.3 | $11M | 174k | 62.53 | |
| Uber Technologies (UBER) | 1.1 | $9.1M | 182k | 50.12 | |
| Netflix (NFLX) | 0.7 | $5.8M | 11k | 528.23 | |
| Velodyne Lidar | 0.6 | $5.3M | 495k | 10.64 | |
| Pagerduty (PD) | 0.4 | $3.0M | 71k | 42.58 |
