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Kayak Investment Partners LLC

Q2 2018 Holdings

Filed 2018-08-14 | 15 holdings | $10.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$10.4M55,93698.9%
Netflix Inc(NFLX)COM64110L106$22.2K56,6140.2%
Amazon COM Inc(AMZN)COM023135106$19.7K11,5800.2%
Microsoft Corp(MSFT)COM594918104$8.9K90,0740.1%
Ctrip COM Intl LTD(CTRPUSD)AMERICAN DEP SHS22943F100$8.2K172,0490.1%
Arista Networks Inc(ANETEUR)COM040413106$8.0K31,2350.1%
Facebook Inc(META)CL A30303M102$7.6K38,9100.1%
Smartsheet Inc(SMARGBP)COM CL A83200N103$6.8K260,9270.1%
Servicenow Inc(NOW)COM81762P102$5.7K32,8630.1%
Yelp Inc(YELP)CL A985817105$5.4K138,0840.1%
Stmicroelectronics N V(STM)NY REGISTRY861012102$5.0K226,1000.0%
JD COM Inc(JD)SPON ADR CL A47215P106$4.9K125,6000.0%
New Relic Inc(NEWREUR)COM64829B100$4.9K48,4000.0%
Salesforce COM Inc(CRM)COM79466L302$4.6K33,7770.0%
Docusign Inc(DOCU)COM256163106$4.5K85,4250.0%