Gavilan Investment Partners as of March 31, 2023
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.7 | $23M | 220k | 103.29 | |
| Meta Platforms Cl A (META) | 9.6 | $19M | 88k | 211.94 | |
| Guidewire Software (GWRE) | 9.3 | $18M | 219k | 82.05 | |
| Mastercard Incorporated Cl A (MA) | 8.1 | $16M | 43k | 363.41 | |
| Shopify Cl A (SHOP) | 7.5 | $15M | 304k | 47.94 | |
| MercadoLibre (MELI) | 7.3 | $14M | 11k | 1318.06 | |
| Coupang Cl A (CPNG) | 6.9 | $13M | 832k | 16.00 | |
| Uber Technologies (UBER) | 6.7 | $13M | 409k | 31.70 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 6.5 | $13M | 155k | 82.12 | |
| Visa Com Cl A (V) | 6.5 | $13M | 56k | 225.46 | |
| Spotify Technology S A SHS (SPOT) | 6.4 | $12M | 93k | 133.62 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 6.1 | $12M | 697k | 16.92 | |
| Activision Blizzard | 5.6 | $11M | 127k | 85.59 | |
| Arco Platform Cl A | 1.8 | $3.5M | 324k | 10.96 |
