Kayak Investment Partners LLC - Q1 2017 holdings

$203 Million is the total value of Kayak Investment Partners LLC's 19 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .

 Value Shares↓ Weighting
ACIA ExitACACIA COMMUNICATIONS INC$0-36,405
-100.0%
-1.27%
ZEN ExitZENDESK INC$0-223,811
-100.0%
-2.68%
YELP ExitYELP INCcl a$0-153,800
-100.0%
-3.31%
GDDY ExitGODADDY INCcl a$0-202,863
-100.0%
-4.00%
MU ExitMICRON TECHNOLOGY INC$0-446,028
-100.0%
-5.52%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2017-08-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SALESFORCE INC23Q2 20228.2%
SERVICENOW INC23Q2 202211.0%
AMAZON COM INC22Q2 202215.5%
MICROSOFT CORP22Q2 202219.5%
ALIBABA GROUP HLDG LTD19Q2 202119.4%
NETFLIX INC15Q3 202121.9%
SMARTSHEET INC14Q4 202115.5%
META PLATFORMS INC13Q4 202111.3%
DOCUSIGN INC13Q2 202211.3%
DATADOG INC12Q2 20228.4%

View Kayak Investment Partners LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15
13F-HR2021-08-16
13F-HR2021-05-17
13F-HR2021-02-16
13F-HR2020-11-16
13F-HR2020-08-14

View Kayak Investment Partners LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

Export Kayak Investment Partners LLC's holdings