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Name: |
Gavilan Investment Partners LLC |
City: |
Burlingame |
State: |
CA |
Zip: |
94010 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
FB |
Meta Platforms Inc |
1 |
- |
$464.63 |
$44,188,000 |
91,000 |
14.38% |
11,978,000 |
0 |
0.004 |
Internet Service Prov... |
|
AMZN |
Amazon.com Inc |
2 |
- |
$183.15 |
$40,856,000 |
226,500 |
13.3% |
6,442,000 |
0 |
0.002 |
Internet Software & S... |
|
GWRE |
Guidewire Software, Inc. |
3 |
- |
$123.40 |
$30,228,000 |
259,000 |
9.84% |
1,987,000 |
0 |
0.309 |
Business Software & S... |
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UBER |
Uber Technologies, Inc |
4 |
- |
$63.97 |
$27,485,000 |
357,000 |
8.95% |
5,505,000 |
0 |
0.02 |
N/A |
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SPOT |
Spotify Technology SA |
5 |
- |
$304.93 |
$25,598,000 |
97,000 |
8.33% |
7,371,000 |
0 |
0.052 |
N/A |
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CPNG |
Coupang, Inc. |
6 |
- |
$0.00 |
$23,038,000 |
1,295,000 |
7.5% |
4,096,000 |
125,000 |
0.084 |
N/A |
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MA |
MasterCard Inc A |
7 |
- |
$459.10 |
$21,671,000 |
45,000 |
7.05% |
2,478,000 |
0 |
0.005 |
Business Services |
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MELI |
Mercadolibre Inc |
8 |
- |
$1,772.07 |
$21,621,000 |
14,300 |
7.04% |
1,191,000 |
1,300 |
0.029 |
Business Services |
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SHOP |
Shopify Inc |
9 |
- |
$57.02 |
$17,518,000 |
227,000 |
5.7% |
-165,000 |
0 |
0.019 |
N/A |
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V |
Visa Inc |
10 |
- |
$275.95 |
$16,326,000 |
58,500 |
5.31% |
1,096,000 |
0 |
0.003 |
Business Services |
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ASML |
ASML Holding N.V. (ADR) |
11 |
- |
$0.00 |
$15,722,000 |
16,200 |
5.12% |
3,460,000 |
0 |
0.004 |
Semiconductor Equipme... |
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VRRM |
VERRA MOBILITY Corp |
12 |
- |
$27.29 |
$12,984,000 |
520,000 |
4.23% |
1,008,000 |
0 |
0.283 |
N/A |
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LBRDA |
Liberty Broadband Corporation |
13 |
- |
$52.91 |
$9,996,000 |
175,000 |
3.25% |
-8,350,000 |
-52,500 |
0.66 |
N/A |
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