Gavilan Investment Partners as of Sept. 30, 2023
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.4 | $29M | 227k | 127.12 | |
| Meta Platforms Cl A (META) | 11.7 | $27M | 91k | 300.21 | |
| Guidewire Software (GWRE) | 10.0 | $23M | 259k | 90.00 | |
| Uber Technologies (UBER) | 9.0 | $21M | 453k | 45.99 | |
| Mastercard Incorporated Cl A (MA) | 7.7 | $18M | 45k | 395.91 | |
| Activision Blizzard | 7.2 | $17M | 179k | 93.63 | |
| MercadoLibre (MELI) | 7.1 | $17M | 13k | 1267.88 | |
| Spotify Technology S A SHS (SPOT) | 6.5 | $15M | 97k | 154.64 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 6.3 | $15M | 162k | 90.91 | |
| Coupang Cl A (CPNG) | 6.2 | $14M | 841k | 17.00 | |
| Shopify Cl A (SHOP) | 6.1 | $14M | 259k | 54.57 | |
| Visa Com Cl A (V) | 5.6 | $13M | 57k | 230.01 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 4.2 | $9.7M | 520k | 18.70 |
