Gavilan Investment Partners as of Dec. 31, 2024
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.4 | $48M | 220k | 219.39 | |
| Meta Platforms Cl A (META) | 13.2 | $47M | 81k | 585.51 | |
| Shopify Cl A (SHOP) | 9.7 | $35M | 330k | 106.33 | |
| Spotify Technology S A SHS (SPOT) | 8.4 | $30M | 68k | 447.38 | |
| MercadoLibre (MELI) | 7.6 | $28M | 16k | 1700.44 | |
| Guidewire Software (GWRE) | 7.6 | $27M | 162k | 168.58 | |
| Coupang Cl A (CPNG) | 6.8 | $25M | 1.1M | 21.98 | |
| Mastercard Incorporated Cl A (MA) | 6.4 | $23M | 44k | 526.57 | |
| Procore Technologies (PCOR) | 6.1 | $22M | 295k | 74.93 | |
| Uber Technologies (UBER) | 6.0 | $22M | 357k | 60.32 | |
| Visa Com Cl A (V) | 5.6 | $20M | 64k | 316.04 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.5 | $20M | 29k | 693.08 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 3.7 | $13M | 177k | 74.36 |
