13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000935836-23-000146
Total Value
$97.4M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 130,230 | $10.9M | 11.23% |
| 2 | MASTERCARD INCORPORATED | MA | 29,915 | $10.4M | 10.68% |
| 3 | MERCADOLIBRE INC | MELI | 9,347 | $7.9M | 8.12% |
| 4 | VISA INC | V | 37,375 | $7.8M | 7.97% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 120,933 | $7.6M | 7.77% |
| 6 | SHOPIFY INC | SHOP | 204,800 | $7.1M | 7.30% |
| 7 | LIBERTY BROADBAND CORP | LBRDP | 93,068 | $7.1M | 7.25% |
| 8 | VERRA MOBILITY CORP | VRRM | 483,518 | $6.7M | 6.86% |
| 9 | UBER TECHNOLOGIES INC | UBER | 260,636 | $6.4M | 6.62% |
| 10 | META PLATFORMS INC | META | 48,807 | $5.9M | 6.03% |
| 11 | COUPANG INC | CPNG | 371,867 | $5.5M | 5.62% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 67,482 | $5.3M | 5.47% |
| 13 | ARCO PLATFORM LTD | G04553106 | 339,982 | $4.6M | 4.71% |
| 14 | ACTIVISION BLIZZARD INC | 00507V109 | 55,800 | $4.3M | 4.38% |