81 is the total number of securities Kayak Investment Partners LLC has owned. The longest Kayak Investment Partners LLC has owned a single stock is 23 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CRM | SALESFORCE INC | 23 | 23 | 2.33% | 5.35% | 8.22% | Q4 2016 | Q2 2022 | 23 |
| NOW | SERVICENOW INC | 23 | 23 | 3.64% | 5.24% | 10.97% | Q4 2016 | Q2 2022 | 23 |
| AMZN | AMAZON COM INC | 15 | 7 | 1.95% | 8.28% | 15.54% | Q4 2016 | Q2 2022 | 22 |
| MSFT | MICROSOFT CORP | 22 | 22 | 1.62% | 6.85% | 19.52% | Q1 2017 | Q2 2022 | 22 |
| BABA | ALIBABA GROUP HLDG LTD | 19 | 19 | 7.58% | 11.45% | 19.43% | Q4 2016 | Q2 2021 | 19 |
| NFLX | NETFLIX INC | 8 | 7 | 0.70% | 9.68% | 21.87% | Q4 2016 | Q3 2021 | 15 |
| SMAR | SMARTSHEET INC | 7 | 7 | 1.04% | 7.76% | 15.49% | Q2 2018 | Q4 2021 | 14 |
| FB | META PLATFORMS INC | 7 | 6 | 4.31% | 7.46% | 11.31% | Q4 2016 | Q4 2021 | 13 |
| DOCU | DOCUSIGN INC | 4 | 1 | 0.68% | 3.77% | 11.34% | Q2 2018 | Q2 2022 | 13 |
| DDOG | DATADOG INC | 12 | 12 | 1.01% | 3.69% | 8.40% | Q3 2019 | Q2 2022 | 12 |
| PD | PAGERDUTY INC | 12 | 12 | 0.26% | 1.20% | 3.37% | Q3 2019 | Q2 2022 | 12 |
| OLED | UNIVERSAL DISPLAY CORP | 4 | 1 | 1.78% | 6.48% | 16.13% | Q4 2016 | Q2 2022 | 11 |
| YELP | YELP INC | 7 | 1 | 1.37% | 4.41% | 10.10% | Q4 2016 | Q2 2022 | 10 |
| UBER | UBER TECHNOLOGIES INC | 10 | 10 | 1.10% | 4.02% | 7.58% | Q1 2020 | Q2 2022 | 10 |
| DIS | DISNEY WALT CO | 9 | 9 | 3.60% | 6.35% | 10.11% | Q2 2020 | Q2 2022 | 9 |
| WMG | WARNER MUSIC GROUP CORP | 9 | 9 | 2.92% | 4.43% | 6.08% | Q2 2020 | Q2 2022 | 9 |
| AMD | ADVANCED MICRO DEVICES... | 7 | 2 | 0.77% | 3.11% | 6.32% | Q2 2019 | Q1 2022 | 9 |
| CTRP | CTRIP COM INTL LTD | 8 | 8 | 4.91% | 6.55% | 8.50% | Q4 2016 | Q3 2018 | 8 |
| BIDU | BAIDU INC | 6 | 2 | 0.56% | 3.54% | 8.96% | Q2 2019 | Q2 2021 | 8 |
| TEAM | ATLASSIAN CORP PLC | 8 | 8 | 1.98% | 2.99% | 4.06% | Q4 2019 | Q3 2021 | 8 |
| PYPL | PAYPAL HLDGS INC | 3 | 1 | 1.37% | 2.73% | 4.14% | Q4 2017 | Q1 2021 | 8 |
| OKTA | OKTA INC | 6 | 1 | 1.68% | 2.30% | 3.90% | Q3 2019 | Q4 2021 | 8 |
| PLAN | ANAPLAN INC | 7 | 7 | 0.70% | 4.13% | 7.88% | Q4 2018 | Q2 2020 | 7 |
| SNOW | SNOWFLAKE INC | 7 | 7 | 1.31% | 3.20% | 6.28% | Q4 2020 | Q2 2022 | 7 |
| TWTR | TWITTER INC | 4 | 1 | 0.33% | 3.15% | 9.53% | Q4 2016 | Q3 2021 | 7 |
| STM | STMICROELECTRONICS N V | 4 | 3 | 0.95% | 2.38% | 3.95% | Q4 2017 | Q1 2021 | 7 |
| BILL | BILL COM HLDGS INC | 7 | 7 | 1.35% | 2.12% | 3.27% | Q3 2020 | Q1 2022 | 7 |
| NEWR | NEW RELIC INC | 6 | 6 | 2.43% | 5.61% | 10.45% | Q1 2018 | Q2 2019 | 6 |
| EDU | NEW ORIENTAL ED & TECH... | 2 | 2 | 0.52% | 4.25% | 6.22% | Q4 2016 | Q2 2021 | 6 |
| ANET | ARISTA NETWORKS INC | 3 | 3 | 1.41% | 4.07% | 6.35% | Q4 2016 | Q3 2018 | 6 |
| RBLX | ROBLOX CORP | 5 | 5 | 5.34% | 7.24% | 10.93% | Q1 2021 | Q1 2022 | 5 |
| SPLK | SPLUNK INC | 5 | 5 | 3.60% | 6.18% | 7.54% | Q3 2019 | Q3 2020 | 5 |
| LITE | LUMENTUM HLDGS INC | 5 | 5 | 2.54% | 5.07% | 7.44% | Q4 2016 | Q4 2017 | 5 |
| IQ | IQIYI INC | 4 | 1 | 1.08% | 4.76% | 12.85% | Q1 2018 | Q1 2020 | 5 |
| Z | ZILLOW GROUP INC | 5 | 5 | 1.50% | 3.72% | 4.54% | Q1 2017 | Q1 2018 | 5 |
| NVDA | NVIDIA CORPORATION | 3 | 1 | 1.32% | 3.19% | 7.69% | Q4 2017 | Q1 2021 | 5 |
| ABNB | AIRBNB INC | 5 | 5 | 0.42% | 2.28% | 5.56% | Q4 2020 | Q4 2021 | 5 |
| HIMX | HIMAX TECHNOLOGIES INC | 4 | 4 | 4.48% | 9.53% | 13.81% | Q1 2017 | Q4 2017 | 4 |
| PINS | PINTEREST INC | 3 | 1 | 1.89% | 5.34% | 8.52% | Q3 2019 | Q2 2022 | 4 |
| IPHI | INPHI CORP | 4 | 4 | 3.51% | 4.96% | 5.93% | Q4 2016 | Q3 2017 | 4 |
| TWITTER INC | 4 | 4 | 0.55% | 2.08% | 3.51% | Q1 2017 | Q4 2017 | 4 | |
| GSKY | GREENSKY INC | 3 | 1 | 0.40% | 1.35% | 2.54% | Q3 2019 | Q3 2020 | 4 |
| AI | C3 AI INC | 4 | 4 | 0.15% | 0.97% | 2.09% | Q4 2020 | Q3 2021 | 4 |
| NU HLDGS LTD | 3 | 3 | 4.30% | 5.72% | 6.73% | Q4 2021 | Q2 2022 | 3 | |
| COHR | COHERENT INC | 2 | 1 | 3.94% | 5.09% | 7.11% | Q2 2017 | Q1 2019 | 3 |
| RIVIAN AUTOMOTIVE INC | 3 | 3 | 1.96% | 4.77% | 6.23% | Q4 2021 | Q2 2022 | 3 | |
| JD | JD COM INC | 3 | 3 | 3.18% | 3.50% | 3.86% | Q4 2017 | Q2 2018 | 3 |
| SNAP | SNAP INC | 3 | 3 | 0.47% | 3.11% | 4.63% | Q3 2019 | Q1 2020 | 3 |
| FTCH | FARFETCH LTD | 2 | 2 | 6.19% | 6.24% | 6.29% | Q2 2020 | Q3 2020 | 2 |
| DKNG | DRAFTKINGS INC | 2 | 2 | 1.01% | 3.77% | 6.52% | Q2 2020 | Q3 2020 | 2 |
| MOMO | MOMO INC | 2 | 2 | 2.81% | 3.59% | 4.38% | Q4 2016 | Q1 2017 | 2 |
| GDDY | GODADDY INC | 1 | 1 | 2.85% | 3.43% | 4.00% | Q4 2016 | Q3 2019 | 2 |
| FSLY | FASTLY INC | 2 | 2 | 2.60% | 3.17% | 3.74% | Q1 2022 | Q2 2022 | 2 |
| AKAM | AKAMAI TECHNOLOGIES INC | 2 | 2 | 1.49% | 2.04% | 2.60% | Q4 2016 | Q1 2017 | 2 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.56% | 1.80% | 3.03% | Q1 2020 | Q3 2021 | 2 |
| AAPL | APPLE INC | 2 | 2 | 1.72% | 1.77% | 1.81% | Q3 2020 | Q4 2020 | 2 |
| SITM | SITIME CORP | 2 | 2 | 1.01% | 1.19% | 1.38% | Q1 2021 | Q2 2021 | 2 |
| LYV | LIVE NATION ENTERTAINM... | 2 | 2 | 0.91% | 1.12% | 1.34% | Q3 2020 | Q4 2020 | 2 |
| VLDR | VELODYNE LIDAR INC | 2 | 2 | 0.35% | 0.49% | 0.64% | Q1 2021 | Q2 2021 | 2 |
| NEOPHOTONICS CORP | 2 | 2 | 0.28% | 0.32% | 0.36% | Q2 2017 | Q3 2017 | 2 | |
| GOOGL | ALPHABET INC | 1 | 1 | 7.09% | 7.09% | 7.09% | Q3 2019 | Q3 2019 | 1 |
| HIMAX TECHNOLOGIES INC | 1 | 1 | 5.62% | 5.62% | 5.62% | Q4 2017 | Q4 2017 | 1 | |
| MU | MICRON TECHNOLOGY INC | 1 | 1 | 5.52% | 5.52% | 5.52% | Q4 2016 | Q4 2016 | 1 |
| CY | CYPRESS SEMICONDUCTOR ... | 1 | 1 | 4.46% | 4.46% | 4.46% | Q1 2019 | Q1 2019 | 1 |
| WDC | WESTERN DIGITAL CORP | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2019 | Q3 2019 | 1 |
| WARNER BROS DISCOVERY INC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2022 | Q2 2022 | 1 | |
| AMAT | APPLIED MATLS INC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2019 | Q4 2019 | 1 |
| ZEN | ZENDESK INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2016 | Q4 2016 | 1 |
| GRUB | GRUBHUB INC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2019 | Q1 2019 | 1 |
| DISCA | DISCOVERY INC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2022 | Q1 2022 | 1 |
| VXX | BARCLAYS BK PLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2019 | Q4 2019 | 1 |
| COUP | COUPA SOFTWARE INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2020 | Q3 2020 | 1 |
| IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2021 | Q3 2021 | 1 |
| ACIA | ACACIA COMMUNICATIONS INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2016 | Q4 2016 | 1 |
| YANG | DIREXION SHS ETF TR | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2019 | Q2 2019 | 1 |
| ZILLOW GROUP INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2017 | Q2 2017 | 1 | |
| VXX | BARCLAYS BK PLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2017 | Q3 2017 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2021 | Q3 2021 | 1 |
| T | AT&T INC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2021 | Q3 2021 | 1 |
| OTLY | OATLY GROUP AB | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
| N/A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
Download | |||||||||
The securities at the top of the list , including SALESFORCE INC, SERVICENOW INC, and AMAZON COM INC, are the highest-conviction holdings of Kayak Investment Partners LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Kayak Investment Partners LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Kayak Investment Partners LLC owns currently or has owned in the past.