Gavilan Investment Partners as of June 30, 2024
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.9 | $44M | 227k | 193.25 | |
| Meta Platforms Cl A (META) | 13.5 | $43M | 84k | 504.22 | |
| Guidewire Software (GWRE) | 11.3 | $36M | 259k | 137.89 | |
| MercadoLibre (MELI) | 8.5 | $27M | 16k | 1643.40 | |
| Uber Technologies (UBER) | 8.2 | $26M | 357k | 72.68 | |
| Shopify Cl A (SHOP) | 7.5 | $24M | 356k | 66.05 | |
| Coupang Cl A (CPNG) | 6.9 | $22M | 1.0M | 20.95 | |
| Spotify Technology S A SHS (SPOT) | 6.8 | $21M | 68k | 313.79 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $20M | 45k | 441.16 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.3 | $17M | 16k | 1022.73 | |
| Visa Com Cl A (V) | 4.9 | $15M | 59k | 262.47 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 4.0 | $13M | 460k | 27.20 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 3.0 | $9.6M | 175k | 54.60 |
