13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001963404-23-000006
Total Value
$232.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 226,500 | $28.8M | 12.40% |
| 2 | META PLATFORMS INC | META | 90,500 | $27.2M | 11.71% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 259,000 | $23.3M | 10.04% |
| 4 | UBER TECHNOLOGIES INC | UBER | 453,000 | $20.8M | 8.98% |
| 5 | MASTERCARD INCORPORATED | MA | 45,000 | $17.8M | 7.68% |
| 6 | ACTIVISION BLIZZARD INC | 00507V109 | 178,500 | $16.7M | 7.20% |
| 7 | MERCADOLIBRE INC | MELI | 13,000 | $16.5M | 7.10% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 97,000 | $15.0M | 6.46% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 162,000 | $14.7M | 6.35% |
| 10 | COUPANG INC | CPNG | 841,000 | $14.3M | 6.16% |
| 11 | SHOPIFY INC | SHOP | 259,000 | $14.1M | 6.09% |
| 12 | VISA INC | V | 57,000 | $13.1M | 5.65% |
| 13 | VERRA MOBILITY CORP | VRRM | 520,000 | $9.7M | 4.19% |