Gavilan Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.2 | $11M | 130k | 84.00 | |
| Mastercard Incorporated Cl A (MA) | 10.7 | $10M | 30k | 347.73 | |
| MercadoLibre (MELI) | 8.1 | $7.9M | 9.3k | 846.24 | |
| Visa Com Cl A (V) | 8.0 | $7.8M | 37k | 207.76 | |
| Guidewire Software (GWRE) | 7.8 | $7.6M | 121k | 62.56 | |
| Shopify Cl A (SHOP) | 7.3 | $7.1M | 205k | 34.71 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 7.2 | $7.1M | 93k | 75.85 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 6.9 | $6.7M | 484k | 13.83 | |
| Uber Technologies (UBER) | 6.6 | $6.4M | 261k | 24.73 | |
| Meta Platforms Cl A (META) | 6.0 | $5.9M | 49k | 120.34 | |
| Coupang Cl A (CPNG) | 5.6 | $5.5M | 372k | 14.71 | |
| Spotify Technology S A SHS (SPOT) | 5.5 | $5.3M | 68k | 78.95 | |
| Arco Platform Cl A | 4.7 | $4.6M | 340k | 13.50 | |
| Activision Blizzard | 4.4 | $4.3M | 56k | 76.55 |
