Kayak Investment Partners LLC

13F Filings History

Latest 13F report
Q2 2022 - Aug 15, 2022
Signature - Title
Sinead Hayes - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Kayak Investment Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kayak Investment Partners LLC reported 18 stock holdings with total value $52.5M as of Q2 2022. Top holdings included AMZN, DIS, YELP, PINS, and UBER.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 13F-HR 11/14/2022, 03:00 PM
Q2 2022 18 $52.5M +$8.24M -$14M -$5.78M AMZN, DIS, YELP, PINS, UBER 13F-HR 8/15/2022, 04:00 PM
Q1 2022 21 $113M +$17.3M -$61.1M -$43.8M AMZN, DIS, UBER, YELP, RIVN 13F-HR 5/16/2022, 04:01 PM
Q4 2021 22 $248M +$26M -$423M -$397M RBLX, SMAR, AMZN, AMD, META 13F-HR 2/14/2022, 03:06 PM
Q3 2021 28 $707M +$135M -$287M -$153M SMAR, RBLX, AMZN, CRM, META 13F-HR 11/15/2021, 04:01 PM
Q2 2021 28 $830M +$76M -$95.4M -$19.3M BABA, BIDU, RBLX, AMZN, DIS 13F-HR 8/16/2021, 04:05 PM
Q1 2021 31 $775M +$160M -$162M -$2.51M BIDU, BABA, DIS, AMZN, RBLX 13F-HR 5/17/2021, 04:01 PM
Q4 2020 29 $798M +$204M -$92.8M +$111M BABA, DIS, META, AMZN, MSFT 13F-HR 2/16/2021, 03:01 PM
Q3 2020 30 $732M +$467M -$22.1M +$445M BABA, AMZN, NFLX, FTCH, CRM 13F-HR 11/16/2020, 03:01 PM
Q2 2020 20 $239M +$75.9M -$66.5M +$9.42M BABA, NFLX, MSFT, AMZN, DKNGXXXX 13F-HR 8/14/2020, 04:01 PM
Q1 2020 21 $226M +$114M -$14.1M +$100M BABA, IQ, NFLX, MSFT, SPLK 13F-HR 5/15/2020, 04:00 PM
Q4 2019 17 $164M +$49.1M -$19.7M +$29.4M BABA, TWTR, SMAR, MSFT, DDOG 13F-HR 2/14/2020, 03:00 PM
Q3 2019 22 $177M +$83.2M -$22.1M +$61.1M BABA, AMZN, GOOGL, SPLK, MSFT 13F-HR 11/14/2019, 03:15 PM
Q2 2019 14 $142M +$62.1M +$62.1M SMAR, BABA, AMZN, MSFT, NEWR 13F-HR 8/14/2019, 04:11 PM
Q1 2019 14 $130M +$66M -$9.98M +$56M OLED, BABA, SMAR, DOCU, AMZN 13F-HR 5/15/2019, 04:10 PM
Q4 2018 9 $56.3M +$11.5M +$11.5M MSFT, BABA, SMAR, NOW, NEWR 13F-HR 2/14/2019, 03:10 PM
Q3 2018 13 $99.3M +$14.6M -$10.6M +$3.99M NFLX, BABA, MSFT, YELP, SMAR 13F-HR 11/14/2018, 03:17 PM
Q2 2018 15 $127M +$25.3M -$29.1M -$3.75M NFLX, AMZN, BABA, MSFT, CTRP 13F-HR 8/14/2018, 04:18 PM
Q1 2018 14 $121M +$10M -$63.5M -$53.5M NFLX, AMZN, BABA, MSFT, CTRP 13F-HR 5/15/2018, 04:15 PM
Q4 2017 17 $205M +$50.6M -$20.2M +$30.4M NFLX, AMZN, META, BABA, LITE 13F-HR 2/14/2018, 04:00 PM
Q3 2017 17 $196M +$13M -$48.8M -$35.8M HIMX, NFLX, META, BABA, AMZN 13F-HR 11/14/2017, 03:30 PM
Q2 2017 18 $212M +$29.2M -$12.6M +$16.6M OLED, BABA, HIMX, META, NFLX Restatement 10/23/2017, 05:51 PM
Q1 2017 19 $203M +$37M -$21.5M +$15.5M OLED, NFLX, HIMX, META, BABA Restatement 8/3/2017, 03:39 PM
Q4 2016 20 $177M NFLX, META, OLED, BABA, CRM 13F-HR 2/13/2017, 02:17 PM