13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001398344-25-009332
Total Value
$355.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 80,500 | $46.4M | 13.05% |
| 2 | AMAZON COM INC | AMZN | 230,000 | $43.8M | 12.31% |
| 3 | SHOPIFY INC | SHOP | 330,000 | $31.5M | 8.86% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 55,000 | $30.3M | 8.51% |
| 5 | MERCADOLIBRE INC | MELI | 15,000 | $29.3M | 8.23% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 137,500 | $25.8M | 7.25% |
| 7 | COUPANG INC | CPNG | 1,115,000 | $24.5M | 6.88% |
| 8 | MASTERCARD INCORPORATED | MA | 44,000 | $24.1M | 6.78% |
| 9 | UBER TECHNOLOGIES INC | UBER | 310,000 | $22.6M | 6.35% |
| 10 | VISA INC | V | 63,000 | $22.1M | 6.21% |
| 11 | PROCORE TECHNOLOGIES INC | PCOR | 322,500 | $21.3M | 5.99% |
| 12 | ASML HOLDING N V | ASMLF | 28,700 | $19.0M | 5.35% |
| 13 | LIBERTY BROADBAND CORP | LBRDP | 177,000 | $15.0M | 4.23% |