Gavilan Investment Partners as of June 30, 2023
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.0 | $29M | 224k | 130.36 | |
| Meta Platforms Cl A (META) | 11.5 | $26M | 90k | 286.98 | |
| Uber Technologies (UBER) | 8.6 | $19M | 449k | 43.17 | |
| Guidewire Software (GWRE) | 8.5 | $19M | 250k | 76.08 | |
| Mastercard Incorporated Cl A (MA) | 7.9 | $18M | 45k | 393.30 | |
| Spotify Technology S A SHS (SPOT) | 6.9 | $15M | 96k | 160.55 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 6.5 | $15M | 735k | 19.72 | |
| Coupang Cl A (CPNG) | 6.5 | $15M | 833k | 17.40 | |
| Shopify Cl A (SHOP) | 6.5 | $15M | 224k | 64.60 | |
| Visa Com Cl A (V) | 6.0 | $14M | 57k | 237.48 | |
| MercadoLibre (MELI) | 5.9 | $13M | 11k | 1184.60 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 5.7 | $13M | 160k | 79.73 | |
| Activision Blizzard | 4.8 | $11M | 127k | 84.30 | |
| Arco Platform Cl A | 1.8 | $3.9M | 324k | 12.14 |
