0001214659-20-009579.txt : 20201116 0001214659-20-009579.hdr.sgml : 20201116 20201116160126 ACCESSION NUMBER: 0001214659-20-009579 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kayak Investment Partners LLC CENTRAL INDEX KEY: 0001697551 IRS NUMBER: 455242868 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17756 FILM NUMBER: 201316566 BUSINESS ADDRESS: STREET 1: ONE EMBARCADERO CENTER STREET 2: SUITE 1520 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-878-3301 MAIL ADDRESS: STREET 1: ONE EMBARCADERO CENTER STREET 2: SUITE 1520 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001697551 XXXXXXXX 09-30-2020 09-30-2020 false Kayak Investment Partners LLC
ONE EMBARCADERO CENTER SUITE 1520 SAN FRANCISCO CA 94111
13F HOLDINGS REPORT 028-17756 N
Sinead Hayes Chief Compliance Officer 415-878-3340 /s/ Sinead Hayes San Francisco CA 11-16-2020 0 30 732095
INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 5666 69100 SH SOLE 69100 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106438 362059 SH SOLE 362059 0 0 AMAZON COM INC COM 023135106 53702 17055 SH SOLE 17055 0 0 APPLE INC COM 037833100 12600 108800 SH SOLE 108800 0 0 ATLASSIAN CORP PLC CL A G06242104 25180 138510 SH SOLE 138510 0 0 BAIDU INC SPON ADR REP A 056752108 4123 32571 SH SOLE 32571 0 0 BILL COM HLDGS INC COM 090043100 9860 98300 SH SOLE 98300 0 0 COUPA SOFTWARE INC COM 22266L106 12231 44600 SH SOLE 44600 0 0 DATADOG INC CL A COM 23804L103 28421 278197 SH SOLE 278197 0 0 DISNEY WALT CO COM DISNEY 254687106 29837 240466 SH SOLE 240466 0 0 DOCUSIGN INC COM 256163106 17004 79000 SH SOLE 79000 0 0 DRAFTKINGS INC COM CL A 26142R104 7410 125936 SH SOLE 125936 0 0 FACEBOOK INC CL A 30303M102 31585 120600 SH SOLE 120600 0 0 FARFETCH LTD ORD SH CL A 30744W107 46077 1831356 SH SOLE 1831356 0 0 GREENSKY INC CL A 39572G100 2914 656204 SH SOLE 656204 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 9785 181600 SH SOLE 181600 0 0 MICROSOFT CORP COM 594918104 40897 194440 SH SOLE 194440 0 0 NETFLIX INC COM 64110L106 51003 101999 SH SOLE 101999 0 0 NVIDIA CORPORATION COM 67066G104 9634 17800 SH SOLE 17800 0 0 OKTA INC CL A 679295105 14114 66000 SH SOLE 66000 0 0 PAGERDUTY INC COM 69553P100 1933 71300 SH SOLE 71300 0 0 PAYPAL HLDGS INC COM 70450Y103 17339 88000 SH SOLE 88000 0 0 SALESFORCE COM INC COM 79466L302 41865 166582 SH SOLE 166582 0 0 SERVICENOW INC COM 81762P102 31302 64541 SH SOLE 64541 0 0 SMARTSHEET INC COM CL A 83200N103 16775 339429 SH SOLE 339429 0 0 SPLUNK INC COM 848637104 26358 140106 SH SOLE 140106 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 18076 589000 SH SOLE 589000 0 0 TWITTER INC COM 90184L102 6823 153324 SH SOLE 153324 0 0 UBER TECHNOLOGIES INC COM 90353T100 30229 828657 SH SOLE 828657 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 22914 797295 SH SOLE 797295 0 0