13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001398344-24-020531
Total Value
$348.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 84,300 | $48.3M | 13.86% |
| 2 | AMAZON COM INC | AMZN | 237,000 | $44.2M | 12.69% |
| 3 | SHOPIFY INC | SHOP | 401,000 | $32.1M | 9.23% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 161,500 | $29.5M | 8.49% |
| 5 | UBER TECHNOLOGIES INC | UBER | 357,000 | $26.8M | 7.71% |
| 6 | COUPANG INC | CPNG | 1,040,000 | $25.5M | 7.34% |
| 7 | MERCADOLIBRE INC | MELI | 12,300 | $25.2M | 7.25% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 68,000 | $25.1M | 7.20% |
| 9 | MASTERCARD INCORPORATED | MA | 47,000 | $23.2M | 6.67% |
| 10 | ASML HOLDING N V | ASMLF | 26,700 | $22.2M | 6.39% |
| 11 | VISA INC | V | 64,000 | $17.6M | 5.06% |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 240,000 | $14.8M | 4.26% |
| 13 | LIBERTY BROADBAND CORP | LBRDP | 175,000 | $13.4M | 3.86% |