Kayak Investment Partners as of March 31, 2022
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.6 | $14M | 4.4k | 3259.97 | |
| Walt Disney Company (DIS) | 9.0 | $10M | 75k | 137.16 | |
| Uber Technologies (UBER) | 7.2 | $8.2M | 230k | 35.68 | |
| Ye Cl A (YELP) | 6.7 | $7.6M | 223k | 34.11 | |
| Rivian Automotive Com Cl A (RIVN) | 6.2 | $7.0M | 140k | 50.24 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.1 | $6.9M | 900k | 7.72 | |
| Microsoft Corporation (MSFT) | 5.9 | $6.7M | 22k | 308.30 | |
| Pinterest Cl A (PINS) | 5.4 | $6.1M | 246k | 24.61 | |
| Roblox Corp Cl A (RBLX) | 5.3 | $6.0M | 131k | 46.24 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.2 | $5.9M | 155k | 37.85 | |
| Servicenow (NOW) | 4.3 | $4.9M | 8.7k | 556.87 | |
| salesforce (CRM) | 4.2 | $4.7M | 22k | 212.31 | |
| Docusign (DOCU) | 3.6 | $4.1M | 38k | 107.13 | |
| Snowflake Cl A (SNOW) | 3.5 | $4.0M | 17k | 229.12 | |
| Fastly Cl A (FSLY) | 2.6 | $2.9M | 169k | 17.38 | |
| Discovery Com Ser A | 2.4 | $2.7M | 108k | 24.92 | |
| Pagerduty (PD) | 2.2 | $2.4M | 71k | 34.19 | |
| Datadog Cl A Com (DDOG) | 2.2 | $2.4M | 16k | 151.47 | |
| Universal Display Corporation (OLED) | 2.1 | $2.3M | 14k | 166.98 | |
| Advanced Micro Devices (AMD) | 1.9 | $2.1M | 19k | 109.33 | |
| Bill Com Holdings Ord (BILL) | 1.4 | $1.6M | 7.2k | 226.79 |
