Kayak Investment Partners as of March 31, 2017
Portfolio Holdings for Kayak Investment Partners
Kayak Investment Partners holds 19 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Universal Display Corporation (OLED) | 11.1 | $23M | 262k | 86.10 | |
| Netflix (NFLX) | 10.6 | $22M | 146k | 147.81 | |
| Himax Technologies (HIMX) | 9.7 | $20M | 2.2M | 9.12 | |
| Facebook Inc cl a (META) | 9.5 | $19M | 136k | 142.05 | |
| Alibaba Group Holding (BABA) | 8.3 | $17M | 156k | 107.83 | |
| salesforce (CRM) | 7.8 | $16M | 193k | 82.49 | |
| Ctrip.com International | 7.0 | $14M | 291k | 49.15 | |
| Inphi Corporation | 5.9 | $12M | 247k | 48.82 | |
| Amazon (AMZN) | 5.2 | $11M | 12k | 886.56 | |
| Servicenow (NOW) | 4.7 | $9.5M | 109k | 87.47 | |
| Momo | 4.4 | $8.9M | 261k | 34.07 | |
| New Oriental Education & Tech | 4.1 | $8.4M | 139k | 60.38 | |
| Lumentum Hldgs (LITE) | 3.4 | $6.8M | 128k | 53.35 | |
| Arista Networks (ANET) | 2.1 | $4.2M | 32k | 132.26 | |
| Microsoft Corporation (MSFT) | 1.6 | $3.3M | 50k | 65.85 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.5 | $3.0M | 91k | 33.67 | |
| Akamai Technologies (AKAM) | 1.5 | $3.0M | 51k | 59.71 | |
| 1.1 | $2.2M | 147k | 14.95 | ||
| 0.6 | $1.1M | 75k | 14.95 |
