13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001963404-23-000002
Total Value
$193.9M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 220,182 | $22.7M | 11.73% |
| 2 | META PLATFORMS INC | META | 87,790 | $18.6M | 9.59% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 219,340 | $18.0M | 9.28% |
| 4 | MASTERCARD INCORPORATED | MA | 43,321 | $15.7M | 8.12% |
| 5 | SHOPIFY INC | SHOP | 304,155 | $14.6M | 7.52% |
| 6 | MERCADOLIBRE INC | MELI | 10,765 | $14.2M | 7.32% |
| 7 | COUPANG INC | CPNG | 832,393 | $13.3M | 6.87% |
| 8 | UBER TECHNOLOGIES INC | UBER | 408,873 | $13.0M | 6.68% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 154,469 | $12.7M | 6.54% |
| 10 | VISA INC | V | 55,598 | $12.5M | 6.46% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 92,845 | $12.4M | 6.40% |
| 12 | VERRA MOBILITY CORP | VRRM | 696,628 | $11.8M | 6.08% |
| 13 | ACTIVISION BLIZZARD INC | 00507V109 | 126,675 | $10.8M | 5.59% |
| 14 | ARCO PLATFORM LTD | G04553106 | 323,452 | $3.5M | 1.83% |