Gavilan Investment Partners as of March 31, 2024
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.4 | $44M | 91k | 485.58 | |
| Amazon (AMZN) | 13.3 | $41M | 227k | 180.38 | |
| Guidewire Software (GWRE) | 9.8 | $30M | 259k | 116.71 | |
| Uber Technologies (UBER) | 8.9 | $28M | 357k | 76.99 | |
| Spotify Technology S A SHS (SPOT) | 8.3 | $26M | 97k | 263.90 | |
| Coupang Cl A (CPNG) | 7.5 | $23M | 1.3M | 17.79 | |
| Mastercard Incorporated Cl A (MA) | 7.1 | $22M | 45k | 481.57 | |
| MercadoLibre (MELI) | 7.0 | $22M | 14k | 1511.96 | |
| Shopify Cl A (SHOP) | 5.7 | $18M | 227k | 77.17 | |
| Visa Com Cl A (V) | 5.3 | $16M | 59k | 279.08 | |
| Asml Holding Nv Ny Registry SHS (ASML) | 5.1 | $16M | 16k | 970.47 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 4.2 | $13M | 520k | 24.97 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 3.3 | $10M | 175k | 57.12 |
