Gavilan Investment Partners as of Dec. 31, 2023
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.8 | $34M | 227k | 151.94 | |
| Meta Platforms Cl A (META) | 12.0 | $32M | 91k | 353.96 | |
| Guidewire Software (GWRE) | 10.5 | $28M | 259k | 109.04 | |
| Uber Technologies (UBER) | 8.2 | $22M | 357k | 61.57 | |
| MercadoLibre (MELI) | 7.6 | $20M | 13k | 1571.54 | |
| Mastercard Incorporated Cl A (MA) | 7.1 | $19M | 45k | 426.51 | |
| Coupang Cl A (CPNG) | 7.0 | $19M | 1.2M | 16.19 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 6.8 | $18M | 228k | 80.64 | |
| Spotify Technology S A SHS (SPOT) | 6.8 | $18M | 97k | 187.91 | |
| Shopify Cl A (SHOP) | 6.6 | $18M | 227k | 77.90 | |
| Visa Com Cl A (V) | 5.7 | $15M | 59k | 260.35 | |
| Asml Holding Nv Ny Registry SHS (ASML) | 4.6 | $12M | 16k | 756.92 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 4.4 | $12M | 520k | 23.03 |
