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Name: |
Gavilan Investment Partners LLC |
City: |
Burlingame |
State: |
CA |
Zip: |
94010 |
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Holdings
Found :
14 |
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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 |
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AMZN |
Amazon.com Inc |
1 |
- |
$186.21 |
$34,414,000 |
226,500 |
12.79% |
5,621,000 |
0 |
0.002 |
Internet Software & S... |
|
FB |
Meta Platforms Inc |
2 |
- |
$451.96 |
$32,210,000 |
91,000 |
11.97% |
5,041,000 |
500 |
0.004 |
Internet Service Prov... |
|
GWRE |
Guidewire Software, Inc. |
3 |
- |
$113.32 |
$28,241,000 |
259,000 |
10.49% |
4,931,000 |
0 |
0.309 |
Business Software & S... |
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UBER |
Uber Technologies, Inc |
4 |
- |
$69.23 |
$21,980,000 |
357,000 |
8.17% |
1,147,000 |
-96,000 |
0.02 |
N/A |
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MELI |
Mercadolibre Inc |
5 |
- |
$1,630.56 |
$20,430,000 |
13,000 |
7.59% |
3,948,000 |
0 |
0.026 |
Business Services |
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MA |
MasterCard Inc A |
6 |
- |
$443.58 |
$19,193,000 |
45,000 |
7.13% |
1,377,000 |
0 |
0.005 |
Business Services |
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CPNG |
Coupang, Inc. |
7 |
- |
$0.00 |
$18,942,000 |
1,170,000 |
7.04% |
4,645,000 |
329,000 |
0.076 |
N/A |
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LBRDA |
Liberty Broadband Corporation |
8 |
- |
$52.27 |
$18,346,000 |
227,500 |
6.82% |
3,619,000 |
65,500 |
0.858 |
N/A |
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SPOT |
Spotify Technology SA |
9 |
- |
$296.07 |
$18,227,000 |
97,000 |
6.77% |
3,227,000 |
0 |
0.052 |
N/A |
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SHOP |
Shopify Inc |
10 |
- |
$74.46 |
$17,683,000 |
227,000 |
6.57% |
3,549,000 |
-32,000 |
0.019 |
N/A |
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V |
Visa Inc |
11 |
- |
$268.49 |
$15,230,000 |
58,500 |
5.66% |
2,119,000 |
1,500 |
0.003 |
Business Services |
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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... |
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VRRM |
VERRA MOBILITY Corp |
13 |
- |
$25.93 |
$11,976,000 |
520,000 |
4.45% |
2,252,000 |
0 |
0.283 |
N/A |
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ATVI |
Activision Blizzard Inc |
14 |
Closed |
$94.42 |
$0 |
0 |
0% |
-16,713,000 |
-178,500 |
0 |
Multimedia & Graphics... |
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