13FBOX
Kayak Investment Partners LLC · 13F Holdings
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Kayak Investment Partners LLC

No.11266 Data as of 2022Q3
Latest AUM (Q3 2022)
$52.5M
QoQ Change Q2 2022
$0+0.0%
Holdings
18
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
18
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2022 ValueQ3 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMAZON COM INCAMZN
13.5%13.5%$7.1M66,740$7.1M66,74000.00%Unchanged
DISNEY WALT CODIS
10.11%10.11%$5.3M56,206$5.3M56,20600.00%Unchanged
YELP INCYELP
10.09%10.09%$5.3M190,865$5.3M190,86500.00%Unchanged
PINTEREST INCPINS
8.52%8.52%$4.5M246,200$4.5M246,20000.00%Unchanged
UBER TECHNOLOGIES INCUBER
7.57%7.57%$4.0M194,393$4.0M194,39300.00%Unchanged
NU HLDGS LTDNU
6.73%6.73%$3.5M945,000$3.5M945,00000.00%Unchanged
RRIVIAN AUTOMOTIVE INC CLASS ARIVN
6.11%6.11%$3.2M124,600$3.2M124,60000.00%Unchanged
MICROSOFT CORPMSFT
5.75%5.75%$3.0M11,756$3.0M11,75600.00%Unchanged
WARNER MUSIC GROUP CORPWMG
4.81%4.81%$2.5M103,616$2.5M103,61600.00%Unchanged
DOCUSIGN INCDOCU
4.15%4.15%$2.2M38,000$2.2M38,00000.00%Unchanged
FFASTLY INCFSLY
3.74%3.74%$2.0M169,018$2.0M169,01800.00%Unchanged
SERVICENOW INCNOW
3.72%3.72%$2.0M4,104$2.0M4,10400.00%Unchanged
PPAGERDUTY INCPD
3.37%3.37%$1.8M71,300$1.8M71,30000.00%Unchanged
SNOWFLAKE INC COM SHSSNOW
3.04%3.04%$1.6M11,474$1.6M11,47400.00%Unchanged
WARNER BROS DISCOVERY INCWBD
2.75%2.75%$1.4M107,500$1.4M107,50000.00%Unchanged
SALESFORCE INCCRM
2.33%2.33%$1.2M7,400$1.2M7,40000.00%Unchanged
DATADOG INCDDOG
1.95%1.95%$1.0M10,743$1.0M10,74300.00%Unchanged
UNIVERSAL DISPLAY CORPOLED
1.78%1.78%$933,0009,224$933,0009,22400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow