Kayak Investment Partners as of Sept. 30, 2021
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 28 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet Com Cl A (SMAR) | 7.3 | $52M | 750k | 68.82 | |
| Roblox Corp Cl A (RBLX) | 7.3 | $51M | 681k | 75.55 | |
| Amazon (AMZN) | 7.0 | $50M | 15k | 3285.05 | |
| salesforce (CRM) | 6.9 | $49M | 180k | 271.22 | |
| Facebook Cl A (META) | 6.8 | $48M | 143k | 339.39 | |
| Snowflake Cl A (SNOW) | 6.3 | $44M | 147k | 302.43 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.6 | $40M | 924k | 42.74 | |
| Airbnb Com Cl A (ABNB) | 5.6 | $39M | 235k | 167.75 | |
| Servicenow (NOW) | 5.4 | $38M | 61k | 622.27 | |
| Advanced Micro Devices (AMD) | 5.1 | $36M | 352k | 102.90 | |
| Microsoft Corporation (MSFT) | 4.8 | $34M | 120k | 281.92 | |
| Universal Display Corporation (OLED) | 4.0 | $28M | 165k | 170.96 | |
| Okta Cl A (OKTA) | 3.9 | $28M | 116k | 237.34 | |
| Walt Disney Company (DIS) | 3.6 | $25M | 150k | 169.17 | |
| Netflix (NFLX) | 2.9 | $21M | 34k | 610.33 | |
| Datadog Cl A Com (DDOG) | 2.8 | $20M | 141k | 141.35 | |
| Atlassian Corp Cl A | 2.6 | $18M | 46k | 391.42 | |
| Uber Technologies (UBER) | 2.3 | $17M | 369k | 44.80 | |
| C3 Ai Cl A (AI) | 2.1 | $15M | 318k | 46.34 | |
| Bill Com Holdings Ord (BILL) | 1.6 | $11M | 42k | 266.96 | |
| International Business Machines (IBM) | 1.5 | $11M | 78k | 138.93 | |
| Ye Cl A (YELP) | 1.5 | $11M | 284k | 37.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $5.6M | 23k | 245.77 | |
| Zoom Video Communications In Cl A (ZM) | 0.6 | $4.0M | 15k | 261.51 | |
| At&t (T) | 0.5 | $3.9M | 144k | 27.01 | |
| Oatly Group Ab Sponsored Ads (OTLY) | 0.5 | $3.4M | 222k | 15.12 | |
| Pagerduty (PD) | 0.4 | $3.0M | 71k | 41.42 | |
| 0.3 | $2.4M | 39k | 60.38 |
