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Kayak Investment Partners LLC Buys Airbnb Inc, Netflix Inc, Snowflake Inc, Sells Alibaba Group Holding, Baidu Inc, DocuSign Inc

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Nov 16, 2021
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Investment company Kayak Investment Partners LLC (Current Portfolio) buys Airbnb Inc, Netflix Inc, Snowflake Inc, Okta Inc, Warner Music Group Corp, sells Alibaba Group Holding, Baidu Inc, DocuSign Inc, New Oriental Education & Technology Group Inc, The Walt Disney Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Kayak Investment Partners LLC. As of 2021Q3, Kayak Investment Partners LLC owns 29 stocks with a total value of $707 million. These are the details of the buys and sells.

For the details of Kayak Investment Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kayak+investment+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Kayak Investment Partners LLC
  1. Smartsheet Inc (SMAR) - 750,119 shares, 7.30% of the total portfolio. Shares added by 14.75%
  2. Roblox Corp (RBLX) - 680,788 shares, 7.27% of the total portfolio. Shares added by 11.26%
  3. Amazon.com Inc (AMZN) - 15,120 shares, 7.02% of the total portfolio. Shares reduced by 2.28%
  4. Salesforce.com Inc (CRM) - 180,317 shares, 6.92% of the total portfolio.
  5. Meta Platforms Inc (FB) - 142,459 shares, 6.84% of the total portfolio. Shares added by 19.45%
New Purchase: International Business Machines Corp (IBM)

Kayak Investment Partners LLC initiated holding in International Business Machines Corp. The purchase prices were between $127.01 and $140.26, with an estimated average price of $133.56. The stock is now traded at around $118.964100. The impact to a portfolio due to this purchase was 1.49%. The holding were 78,200 shares as of 2021-09-30.

New Purchase: CrowdStrike Holdings Inc (CRWD)

Kayak Investment Partners LLC initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $259.920000. The impact to a portfolio due to this purchase was 0.79%. The holding were 22,700 shares as of 2021-09-30.

New Purchase: Zoom Video Communications Inc (ZM)

Kayak Investment Partners LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $257.41 and $401.12, with an estimated average price of $337.35. The stock is now traded at around $264.065000. The impact to a portfolio due to this purchase was 0.56%. The holding were 15,181 shares as of 2021-09-30.

New Purchase: AT&T Inc (T)

Kayak Investment Partners LLC initiated holding in AT&T Inc. The purchase prices were between $26.96 and $29.23, with an estimated average price of $27.83. The stock is now traded at around $24.690000. The impact to a portfolio due to this purchase was 0.55%. The holding were 143,700 shares as of 2021-09-30.

New Purchase: Oatly Group AB (OTLY)

Kayak Investment Partners LLC initiated holding in Oatly Group AB. The purchase prices were between $15.11 and $23.44, with an estimated average price of $18.17. The stock is now traded at around $9.820000. The impact to a portfolio due to this purchase was 0.47%. The holding were 221,800 shares as of 2021-09-30.

New Purchase: Twitter Inc (TWTR)

Kayak Investment Partners LLC initiated holding in Twitter Inc. The purchase prices were between $59.66 and $71.69, with an estimated average price of $65.71. The stock is now traded at around $52.255000. The impact to a portfolio due to this purchase was 0.33%. The holding were 39,000 shares as of 2021-09-30.

Added: Airbnb Inc (ABNB)

Kayak Investment Partners LLC added to a holding in Airbnb Inc by 59.58%. The purchase prices were between $131.88 and $175.88, with an estimated average price of $152.79. The stock is now traded at around $209.150000. The impact to a portfolio due to this purchase was 2.08%. The holding were 234,624 shares as of 2021-09-30.

Added: Netflix Inc (NFLX)

Kayak Investment Partners LLC added to a holding in Netflix Inc by 207.52%. The purchase prices were between $510.72 and $610.34, with an estimated average price of $550.68. The stock is now traded at around $681.240000. The impact to a portfolio due to this purchase was 1.96%. The holding were 33,713 shares as of 2021-09-30.

Added: Snowflake Inc (SNOW)

Kayak Investment Partners LLC added to a holding in Snowflake Inc by 36.04%. The purchase prices were between $236.75 and $324.08, with an estimated average price of $284.09. The stock is now traded at around $401.390000. The impact to a portfolio due to this purchase was 1.66%. The holding were 146,842 shares as of 2021-09-30.

Added: Okta Inc (OKTA)

Kayak Investment Partners LLC added to a holding in Okta Inc by 65.86%. The purchase prices were between $228.93 and $271.75, with an estimated average price of $248.53. The stock is now traded at around $263.830000. The impact to a portfolio due to this purchase was 1.55%. The holding were 116,100 shares as of 2021-09-30.

Added: Warner Music Group Corp (WMG)

Kayak Investment Partners LLC added to a holding in Warner Music Group Corp by 37.34%. The purchase prices were between $34.9 and $45, with an estimated average price of $37.99. The stock is now traded at around $43.640000. The impact to a portfolio due to this purchase was 1.52%. The holding were 924,229 shares as of 2021-09-30.

Added: Uber Technologies Inc (UBER)

Kayak Investment Partners LLC added to a holding in Uber Technologies Inc by 103.41%. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $45.970000. The impact to a portfolio due to this purchase was 1.19%. The holding were 369,214 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Kayak Investment Partners LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Baidu Inc (BIDU)

Kayak Investment Partners LLC sold out a holding in Baidu Inc. The sale prices were between $137.33 and $201.46, with an estimated average price of $164.72.

Sold Out: DocuSign Inc (DOCU)

Kayak Investment Partners LLC sold out a holding in DocuSign Inc. The sale prices were between $256.89 and $310.05, with an estimated average price of $288.31.

Sold Out: New Oriental Education & Technology Group Inc (EDU)

Kayak Investment Partners LLC sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $1.7 and $7.81, with an estimated average price of $3.23.

Sold Out: SiTime Corp (SITM)

Kayak Investment Partners LLC sold out a holding in SiTime Corp. The sale prices were between $114.5 and $238.27, with an estimated average price of $178.23.

Sold Out: Velodyne Lidar Inc (VLDR)

Kayak Investment Partners LLC sold out a holding in Velodyne Lidar Inc. The sale prices were between $5.81 and $10.34, with an estimated average price of $7.55.



Here is the complete portfolio of Kayak Investment Partners LLC. Also check out:

1. Kayak Investment Partners LLC's Undervalued Stocks
2. Kayak Investment Partners LLC's Top Growth Companies, and
3. Kayak Investment Partners LLC's High Yield stocks
4. Stocks that Kayak Investment Partners LLC keeps buying
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