Gavilan Investment Partners as of Sept. 30, 2024
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.9 | $48M | 84k | 572.44 | |
| Amazon (AMZN) | 12.7 | $44M | 237k | 186.33 | |
| Shopify Cl A (SHOP) | 9.2 | $32M | 401k | 80.14 | |
| Guidewire Software (GWRE) | 8.5 | $30M | 162k | 182.94 | |
| Uber Technologies (UBER) | 7.7 | $27M | 357k | 75.16 | |
| Coupang Cl A (CPNG) | 7.3 | $26M | 1.0M | 24.55 | |
| MercadoLibre (MELI) | 7.3 | $25M | 12k | 2051.96 | |
| Spotify Technology S A SHS (SPOT) | 7.2 | $25M | 68k | 368.53 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $23M | 47k | 493.80 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.4 | $22M | 27k | 833.25 | |
| Visa Com Cl A (V) | 5.1 | $18M | 64k | 274.95 | |
| Procore Technologies (PCOR) | 4.3 | $15M | 240k | 61.72 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 3.9 | $13M | 175k | 76.82 |
