Investor Details
| Filer Name: | GAVILAN INVESTMENT PARTNERS LLC |
|---|---|
| CIK: | 1963404 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 13 |
| Portfolio Value: | $0.36B |
Gavilan Investment Partners Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 220,000 | $48M | 13.39% | -7.2% | - |
| META | US | META PLATFORMS INC-CLASS A | 81,000 | $47M | 13.15% | -3.9% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 330,000 | $35M | 9.73% | -17.7% | - |
| SPOT | US | SPOTIFY TECHNOLOGY SA | 68,000 | $30M | 8.44% | - | - |
| MELI | US | MERCADOLIBRE INC | 16,200 | $28M | 7.64% | 31.7% | - |
| GWRE | US | GUIDEWIRE SOFTWARE INC | 161,500 | $27M | 7.55% | - | - |
| CPNG | US | COUPANG INC | 1,115,000 | $25M | 6.80% | 7.2% | - |
| MA | US | MASTERCARD INC - A | 44,000 | $23M | 6.43% | -6.4% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 295,000 | $22M | 6.13% | 22.9% | - |
| UBER | US | UBER TECHNOLOGIES INC | 357,000 | $22M | 5.97% | - | - |
| V | US | VISA INC-CLASS A SHARES | 64,000 | $20M | 5.61% | - | - |
| ASML | US | ASML HOLDING NV-NY REG SHS | 28,700 | $20M | 5.52% | 7.5% | - |
| LBRDA | US | LIBERTY BROADBAND-A | 177,000 | $13M | 3.65% | 1.1% | - |