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  Name: Gavilan Investment Partners LLC
  City: Burlingame
  State: CA
  Zip: 94010
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $355,530,000
  Total Value Change : $-5,041,000
  Securities Held Change : 0
   
All Securities Held : 13
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 2
  Unchanged Positions : 5
  Decreased Positions : 6

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Holdings Found : 13     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (META)1 Year Chart         META Meta Platforms Inc 1 - $720.67 $46,397,000 80,500 13.05% -1,029,000 -500 0.003    Internet Service Prov...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $219.36 $43,760,000 230,000 12.31% -4,506,000 10,000 0.002    Internet Software & S...
   (SHOP)1 Year Chart         SHOP Shopify Inc 3 - $112.48 $31,508,000 330,000 8.86% -3,581,000 0 0.028    N/A
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 4 - $721.39 $30,252,000 55,000 8.51% -170,000 -13,000 0.029    N/A
   (MELI)1 Year Chart         MELI Mercadolibre Inc 5 - $2,476.60 $29,263,000 15,000 8.23% 1,716,000 -1,200 0.03    Business Services
   (GWRE)1 Year Chart         GWRE Guidewire Software, Inc. 6 - $230.39 $25,762,000 137,500 7.25% -1,464,000 -24,000 0.164    Business Software & S...
   (CPNG)1 Year Chart         CPNG Coupang, Inc. 7 - $0.00 $24,452,000 1,115,000 6.88% -56,000 0 0.072    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 8 - $562.44 $24,117,000 44,000 6.78% 948,000 0 0.004    Business Services
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 9 - $97.48 $22,587,000 310,000 6.35% 1,053,000 -47,000 0.018    N/A
   (V)1 Year Chart         V Visa Inc 10 - $354.55 $22,079,000 63,000 6.21% 1,852,000 -1,000 0.004    Business Services
   (PCOR)1 Year Chart         PCOR Procore Technologies, Inc. 11 - $72.16 $21,291,000 322,500 5.99% -813,000 27,500 0.218    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 12 - $0.00 $19,017,000 28,700 5.35% -874,000 0 0.007    Semiconductor Equipme...
   (LBRDA)1 Year Chart         LBRDA Liberty Broadband Corporation 13 - $99.04 $15,045,000 177,000 4.23% 1,883,000 0 0.668    N/A
      13 Records Found
  1    
Page 1 of 1
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