Gavilan Investment Partners LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$360.6M

Holdings

13

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	AMZNAMAZON COM INC	220,000	$48.3M	13.39%
2	METAMETA PLATFORMS INC	81,000	$47.4M	13.15%
3	SHOPSHOPIFY INC	330,000	$35.1M	9.73%
4	SPOTSPOTIFY TECHNOLOGY S A	68,000	$30.4M	8.44%
5	MLB1MERCADOLIBRE INC	16,200	$27.5M	7.64%
6	GWREGUIDEWIRE SOFTWARE INC	161,500	$27.2M	7.55%
7	CPNGCOUPANG INC	1,115,000	$24.5M	6.80%
8	MAMASTERCARD INCORPORATED	44,000	$23.2M	6.43%
9	PCORPROCORE TECHNOLOGIES INC	295,000	$22.1M	6.13%
10	UBERUBER TECHNOLOGIES INC	357,000	$21.5M	5.97%
11	VVISA INC	64,000	$20.2M	5.61%
12	ASMLASML HOLDING N V	28,700	$19.9M	5.52%
13	LBRDALIBERTY BROADBAND CORP	177,000	$13.2M	3.65%