0001697551-17-000008.txt : 20170814 0001697551-17-000008.hdr.sgml : 20170814 20170814170943 ACCESSION NUMBER: 0001697551-17-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171031470 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 06-30-2017 06-30-2017 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 08-14-2017 0 18 2055648
INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 219965 156114 SH SOLE 156114 0 0 AMAZON COM INC COM 023135106 115628 11945 SH SOLE 11945 0 0 ARISTA NETWORKS INC COM 040413106 29888 19953 SH SOLE 19953 0 0 COHERENT INC COM 192479103 83663 37185 SH SOLE 37185 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 180673 335449 SH SOLE 335449 0 0 FACEBOOK INC CL A 30303M102 205849 136342 SH SOLE 136342 0 0 HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 215980 2633900 SH SOLE 2633900 0 0 INPHI CORP COM 45772F107 74608 217516 SH SOLE 217516 0 0 LUMENTUM HLDGS INC COM 55024U109 116568 204326 SH SOLE 204326 0 0 MICROSOFT CORP COM 594918104 34439 49962 SH SOLE 49962 0 0 NETFLIX INC COM 64110L106 200649 134294 SH SOLE 134294 0 0 NEOPHOTONICS CORP CALL 64051T900 772 100000 SH Call SOLE 100000 0 0 SALESFORCE COM INC COM 79466L302 99130 114469 SH SOLE 114469 0 0 SERVICENOW INC COM 81762P102 101584 95834 SH SOLE 95834 0 0 TWITTER INC CALL 90184L902 4468 250000 SH Call SOLE 250000 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 286638 262369 SH SOLE 262369 0 0 ZILLOW GROUP INC CALL 98954M900 2451 50000 SH Call SOLE 50000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 82695 168730 SH SOLE 168730 0 0