Kayak Investment Partners as of Dec. 31, 2021
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 10.9 | $27M | 263k | 103.16 | |
| Smartsheet Com Cl A (SMAR) | 9.8 | $24M | 315k | 77.45 | |
| Amazon (AMZN) | 7.8 | $19M | 5.8k | 3334.37 | |
| Advanced Micro Devices (AMD) | 6.3 | $16M | 109k | 143.90 | |
| Meta Platforms Cl A (META) | 6.0 | $15M | 44k | 336.35 | |
| Microsoft Corporation (MSFT) | 5.9 | $15M | 43k | 336.33 | |
| Uber Technologies (UBER) | 5.7 | $14M | 337k | 41.93 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.4 | $13M | 310k | 43.18 | |
| salesforce (CRM) | 4.6 | $11M | 45k | 254.13 | |
| Servicenow (NOW) | 4.6 | $11M | 18k | 649.11 | |
| Walt Disney Company (DIS) | 4.5 | $11M | 72k | 154.89 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.3 | $11M | 1.1M | 9.38 | |
| Ye Cl A (YELP) | 4.2 | $10M | 284k | 36.24 | |
| Bill Com Holdings Ord (BILL) | 3.3 | $8.1M | 33k | 249.14 | |
| Snowflake Cl A (SNOW) | 2.7 | $6.6M | 20k | 338.73 | |
| Okta Cl A (OKTA) | 2.4 | $5.9M | 26k | 224.17 | |
| Datadog Cl A Com (DDOG) | 2.3 | $5.8M | 32k | 178.10 | |
| Airbnb Com Cl A (ABNB) | 2.2 | $5.5M | 33k | 166.48 | |
| Rivian Automotive Com Cl A (RIVN) | 2.0 | $4.9M | 47k | 103.70 | |
| Pinterest Cl A (PINS) | 1.9 | $4.7M | 129k | 36.35 | |
| Pagerduty (PD) | 1.8 | $4.5M | 128k | 34.75 | |
| Docusign (DOCU) | 1.5 | $3.8M | 25k | 152.32 |
