Kayak Investment Partners LLC Portfolio Holdings by Sector

Kayak Investment Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology UBER DOCU FSLY NOW PD SNOW CRM DDOG 8 stocks	$15,678 29.86% of portfolio	-	6	-	1	0 Calls 0 Puts
Internet Content & Information \| Communication Services YELP PINS 2 stocks	$9,771 18.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS WMG WBD 3 stocks	$9,273 17.66% of portfolio	1	2	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7,088 13.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$3,534 6.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RIVN 1 stocks	$3,207 6.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,019 5.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology OLED 1 stocks	$933 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts

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