Kayak Investment Partners LLC Buys Universal Display Corp, DocuSign Inc, Coherent Inc, Sells Microsoft Corp, ServiceNow Inc

• New Purchases: OLED, COHR, CY, GRUB, PYPL,
• Added Positions: DOCU, AMZN, PLAN, BABA, SMAR, CRM,
• Reduced Positions: MSFT, NOW,

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

1. Universal Display Corp (OLED) - 136,800 shares, 16.13% of the total portfolio. New Position
2. Alibaba Group Holding Ltd (BABA) - 93,627 shares, 13.18% of the total portfolio. Shares added by 17.42%
3. Smartsheet Inc (SMAR) - 390,928 shares, 12.30% of the total portfolio. Shares added by 18.17%
4. DocuSign Inc (DOCU) - 283,627 shares, 11.34% of the total portfolio. Shares added by 169.03%
5. Amazon.com Inc (AMZN) - 6,692 shares, 9.19% of the total portfolio. Shares added by 109.13%

Kayak Investment Partners LLC initiated holding in Universal Display Corp. The purchase prices were between $79.31 and $161.62, with an estimated average price of $122.8. The stock is now traded at around $166.94. The impact to a portfolio due to this purchase was 16.13%. The holding were 136,800 shares as of .

Kayak Investment Partners LLC initiated holding in Coherent Inc. The purchase prices were between $97.9 and $143.26, with an estimated average price of $126.2. The stock is now traded at around $132.12. The impact to a portfolio due to this purchase was 7.11%. The holding were 65,000 shares as of .

Kayak Investment Partners LLC initiated holding in Cypress Semiconductor Corp. The purchase prices were between $12.12 and $15.74, with an estimated average price of $14.48. The stock is now traded at around $16.08. The impact to a portfolio due to this purchase was 4.45%. The holding were 387,000 shares as of .

Kayak Investment Partners LLC initiated holding in GrubHub Inc. The purchase prices were between $66.15 and $86.08, with an estimated average price of $77.6. The stock is now traded at around $63.61. The impact to a portfolio due to this purchase was 2.4%. The holding were 44,800 shares as of .

Kayak Investment Partners LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $82.09 and $104.15, with an estimated average price of $94.45. The stock is now traded at around $111.50. The impact to a portfolio due to this purchase was 1.42%. The holding were 17,750 shares as of .

Kayak Investment Partners LLC added to a holding in DocuSign Inc by 169.03%. The purchase prices were between $38.83 and $58.85, with an estimated average price of $50.83. The stock is now traded at around $53.67. The impact to a portfolio due to this purchase was 7.12%. The holding were 283,627 shares as of .

Kayak Investment Partners LLC added to a holding in Amazon.com Inc by 109.13%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1871.15. The impact to a portfolio due to this purchase was 4.8%. The holding were 6,692 shares as of .

Kayak Investment Partners LLC added to a holding in Anaplan Inc by 464.17%. The purchase prices were between $24 and $40.68, with an estimated average price of $33.5. The stock is now traded at around $37.98. The impact to a portfolio due to this purchase was 2.2%. The holding were 87,813 shares as of .

Kayak Investment Partners LLC added to a holding in Salesforce.com Inc by 34.05%. The purchase prices were between $130.4 and $166.95, with an estimated average price of $154.74. The stock is now traded at around $155.06. The impact to a portfolio due to this purchase was 1.4%. The holding were 45,277 shares as of .