Kayak Investment Partners LLC 13F 持仓 · 最近申报 2022年Q2
Kayak Investment Partners 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 5,250.30 万美元。前几大持仓：AMZN（13.50%）、DIS（10.11%）、YELP（10.09%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 11 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $7.1M | 13.50% | 66,740 | 增持 |
| 2 | DIS | DISNEY WALT CO | $5.3M | 10.11% | 56,206 | 减持 |
| 3 | YELP | YELP INC | $5.3M | 10.09% | 190,865 | 减持 |
| 4 | PINS | PINTEREST INC | $4.5M | 8.52% | 246,200 | 持平 |
| 5 | UBER | UBER TECHNOLOGIES INC | $4.0M | 7.57% | 194,393 | 减持 |
| 6 | NU | NU HLDGS LTD | $3.5M | 6.73% | 945,000 | 增持 |
| 7 | RIVN | RIVIAN AUTOMOTIVE INC | $3.2M | 6.11% | 124,600 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $3.0M | 5.75% | 11,756 | 减持 |
| 9 | WMG | WARNER MUSIC GROUP CORP | $2.5M | 4.81% | 103,616 | 减持 |
| 10 | DOCU | DOCUSIGN INC | $2.2M | 4.15% | 38,000 | 持平 |
| 11 | FSLY | FASTLY INC | $2.0M | 3.74% | 169,018 | 持平 |
| 12 | NOW | SERVICENOW INC | $2.0M | 3.72% | 4,104 | 减持 |
| 13 | PD | PAGERDUTY INC | $1.8M | 3.37% | 71,300 | 持平 |
| 14 | SNOW | SNOWFLAKE INC | $1.6M | 3.04% | 11,474 | 减持 |
| 15 | WBD | WARNER BROS DISCOVERY INC | $1.4M | 2.75% | 107,500 | 新建仓 |
| 16 | CRM | SALESFORCE INC | $1.2M | 2.33% | 7,400 | 减持 |
| 17 | DDOG | DATADOG INC | $1.0M | 1.95% | 10,743 | 减持 |
| 18 | OLED | UNIVERSAL DISPLAY CORP | $933,000 | 1.78% | 9,224 | 减持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | 清仓 |
| 20 | BILL | BILL COM HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 21 | DISCA | DISCOVERY INC | $0 | 0.00% | 0 | 清仓 |
| 22 | RBLX | ROBLOX CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR