Kayak Investment Partners as of Dec. 31, 2016
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 9.8 | $17M | 141k | 123.80 | |
| Facebook Inc cl a (META) | 9.3 | $16M | 143k | 115.05 | |
| Universal Display Corporation (OLED) | 8.7 | $15M | 273k | 56.30 | |
| Alibaba Group Holding (BABA) | 8.1 | $14M | 163k | 87.81 | |
| salesforce (CRM) | 7.7 | $14M | 200k | 68.46 | |
| New Oriental Education & Tech | 6.2 | $11M | 262k | 42.10 | |
| Micron Technology (MU) | 5.5 | $9.8M | 446k | 21.92 | |
| Servicenow (NOW) | 5.5 | $9.8M | 131k | 74.34 | |
| Ctrip.com International | 5.3 | $9.3M | 233k | 40.00 | |
| Arista Networks (ANET) | 4.9 | $8.7M | 89k | 96.77 | |
| Inphi Corporation | 4.8 | $8.5M | 190k | 44.62 | |
| Godaddy Inc cl a (GDDY) | 4.0 | $7.1M | 203k | 34.95 | |
| Amazon (AMZN) | 3.7 | $6.6M | 8.8k | 749.91 | |
| Yelp Inc cl a (YELP) | 3.3 | $5.9M | 154k | 38.13 | |
| Momo | 2.8 | $5.0M | 271k | 18.38 | |
| Zendesk | 2.7 | $4.7M | 224k | 21.20 | |
| Akamai Technologies (AKAM) | 2.6 | $4.6M | 69k | 66.68 | |
| Lumentum Hldgs (LITE) | 2.5 | $4.5M | 117k | 38.65 | |
| 1.3 | $2.3M | 141k | 16.30 | ||
| Acacia Communications | 1.3 | $2.2M | 36k | 61.75 |
