13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001398344-25-002607
Total Value
$360.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 220,000 | $48.3M | 13.39% |
| 2 | META PLATFORMS INC | META | 81,000 | $47.4M | 13.15% |
| 3 | SHOPIFY INC | SHOP | 330,000 | $35.1M | 9.73% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 68,000 | $30.4M | 8.44% |
| 5 | MERCADOLIBRE INC | MELI | 16,200 | $27.5M | 7.64% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 161,500 | $27.2M | 7.55% |
| 7 | COUPANG INC | CPNG | 1,115,000 | $24.5M | 6.80% |
| 8 | MASTERCARD INCORPORATED | MA | 44,000 | $23.2M | 6.43% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 295,000 | $22.1M | 6.13% |
| 10 | UBER TECHNOLOGIES INC | UBER | 357,000 | $21.5M | 5.97% |
| 11 | VISA INC | V | 64,000 | $20.2M | 5.61% |
| 12 | ASML HOLDING N V | ASMLF | 28,700 | $19.9M | 5.52% |
| 13 | LIBERTY BROADBAND CORP | LBRDP | 177,000 | $13.2M | 3.65% |