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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 : 2023-12-31
  Total Value : $269,134,000
  Total Value Change : $37,025,000
  Securities Held Change : 0
   
All Securities Held : 13
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 4
  Unchanged Positions : 6
  Decreased Positions : 2

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Holdings Found : 14     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
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 1 - $186.21 $34,414,000 226,500 12.79% 5,621,000 0 0.002    Internet Software & S...
   (FB)1 Year Chart         FB Meta Platforms Inc 2 - $451.96 $32,210,000 91,000 11.97% 5,041,000 500 0.004    Internet Service Prov...
   (GWRE)1 Year Chart         GWRE Guidewire Software, Inc. 3 - $113.32 $28,241,000 259,000 10.49% 4,931,000 0 0.309    Business Software & S...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 4 - $69.23 $21,980,000 357,000 8.17% 1,147,000 -96,000 0.02    N/A
   (MELI)1 Year Chart         MELI Mercadolibre Inc 5 - $1,630.56 $20,430,000 13,000 7.59% 3,948,000 0 0.026    Business Services
   (MA)1 Year Chart         MA MasterCard Inc A 6 - $443.58 $19,193,000 45,000 7.13% 1,377,000 0 0.005    Business Services
   (CPNG)1 Year Chart         CPNG Coupang, Inc. 7 - $0.00 $18,942,000 1,170,000 7.04% 4,645,000 329,000 0.076    N/A
   (LBRDA)1 Year Chart         LBRDA Liberty Broadband Corporation 8 - $52.27 $18,346,000 227,500 6.82% 3,619,000 65,500 0.858    N/A
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 9 - $296.07 $18,227,000 97,000 6.77% 3,227,000 0 0.052    N/A
   (SHOP)1 Year Chart         SHOP Shopify Inc 10 - $74.46 $17,683,000 227,000 6.57% 3,549,000 -32,000 0.019    N/A
   (V)1 Year Chart         V Visa Inc 11 - $268.49 $15,230,000 58,500 5.66% 2,119,000 1,500 0.003    Business Services
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 12 New $0.00 $12,262,000 16,200 4.56% 12,262,000 16,200 0.004    Semiconductor Equipme...
   (VRRM)1 Year Chart         VRRM VERRA MOBILITY Corp 13 - $25.93 $11,976,000 520,000 4.45% 2,252,000 0 0.283    N/A
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 14 Closed $94.42 $0 0 0% -16,713,000 -178,500 0    Multimedia & Graphics...

      14 Records Found
  1    
Page 1 of 1
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