Gavilan Investment Partners LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$355.5M

Holdings

13

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	METAMETA PLATFORMS INC	80,500	$46.4M	13.05%
2	AMZNAMAZON COM INC	230,000	$43.8M	12.31%
3	SHOPSHOPIFY INC	330,000	$31.5M	8.86%
4	SPOTSPOTIFY TECHNOLOGY S A	55,000	$30.3M	8.51%
5	MLB1MERCADOLIBRE INC	15,000	$29.3M	8.23%
6	GWREGUIDEWIRE SOFTWARE INC	137,500	$25.8M	7.25%
7	CPNGCOUPANG INC	1,115,000	$24.5M	6.88%
8	MAMASTERCARD INCORPORATED	44,000	$24.1M	6.78%
9	UBERUBER TECHNOLOGIES INC	310,000	$22.6M	6.35%
10	VVISA INC	63,000	$22.1M	6.21%
11	PCORPROCORE TECHNOLOGIES INC	322,500	$21.3M	5.99%
12	ASMLASML HOLDING N V	28,700	$19.0M	5.35%
13	LBRDALIBERTY BROADBAND CORP	177,000	$15.0M	4.23%