Gavilan Investment Partners as of March 31, 2025
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.1 | $46M | 81k | 576.36 | |
| Amazon (AMZN) | 12.3 | $44M | 230k | 190.26 | |
| Shopify Cl A (SHOP) | 8.9 | $32M | 330k | 95.48 | |
| Spotify Technology S A SHS (SPOT) | 8.5 | $30M | 55k | 550.03 | |
| MercadoLibre (MELI) | 8.2 | $29M | 15k | 1950.87 | |
| Guidewire Software (GWRE) | 7.2 | $26M | 138k | 187.36 | |
| Coupang Cl A (CPNG) | 6.9 | $25M | 1.1M | 21.93 | |
| Mastercard Incorporated Cl A (MA) | 6.8 | $24M | 44k | 548.12 | |
| Uber Technologies (UBER) | 6.4 | $23M | 310k | 72.86 | |
| Visa Com Cl A (V) | 6.2 | $22M | 63k | 350.46 | |
| Procore Technologies (PCOR) | 6.0 | $21M | 323k | 66.02 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.3 | $19M | 29k | 662.63 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 4.2 | $15M | 177k | 85.00 |
