Kayak Investment Partners as of June 30, 2022
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 18 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.5 | $7.1M | 67k | 106.20 | |
| Walt Disney Company (DIS) | 10.1 | $5.3M | 56k | 94.40 | |
| Ye Cl A (YELP) | 10.1 | $5.3M | 191k | 27.77 | |
| Pinterest Cl A (PINS) | 8.5 | $4.5M | 246k | 18.16 | |
| Uber Technologies (UBER) | 7.6 | $4.0M | 194k | 20.46 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.7 | $3.5M | 945k | 3.74 | |
| Rivian Automotive Com Cl A (RIVN) | 6.1 | $3.2M | 125k | 25.74 | |
| Microsoft Corporation (MSFT) | 5.8 | $3.0M | 12k | 256.81 | |
| Warner Music Group Corp Com Cl A (WMG) | 4.8 | $2.5M | 104k | 24.36 | |
| Docusign (DOCU) | 4.2 | $2.2M | 38k | 57.37 | |
| Fastly Cl A (FSLY) | 3.7 | $2.0M | 169k | 11.61 | |
| Servicenow (NOW) | 3.7 | $2.0M | 4.1k | 475.63 | |
| Pagerduty (PD) | 3.4 | $1.8M | 71k | 24.78 | |
| Snowflake Cl A (SNOW) | 3.0 | $1.6M | 12k | 139.10 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.7 | $1.4M | 108k | 13.42 | |
| salesforce (CRM) | 2.3 | $1.2M | 7.4k | 165.00 | |
| Datadog Cl A Com (DDOG) | 1.9 | $1.0M | 11k | 95.22 | |
| Universal Display Corporation (OLED) | 1.8 | $933k | 9.2k | 101.15 |
