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  Name: Gavilan Investment Partners LLC
  City: Burlingame
  State: CA
  Zip: 94010
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $307,231,000
  Total Value Change : $38,097,000
  Securities Held Change : 0
   
All Securities Held : 13
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 2
  Unchanged Positions : 10
  Decreased Positions : 1

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

      13 Records Found
  1    
Page 1 of 1
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