Gavilan Investment Partners LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$355.5B
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 | $46.4B | 13.05% | |
| 2 | AMZNAMAZON COM INC | 230,000 | $43.8B | 12.31% | |
| 3 | SHOPSHOPIFY INC | 330,000 | $31.5B | 8.86% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 55,000 | $30.3B | 8.51% | |
| 5 | MLB1MERCADOLIBRE INC | 15,000 | $29.3B | 8.23% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 137,500 | $25.8B | 7.25% | |
| 7 | CPNGCOUPANG INC | 1,115,000 | $24.5B | 6.88% | |
| 8 | MAMASTERCARD INCORPORATED | 44,000 | $24.1B | 6.78% | |
| 9 | UBERUBER TECHNOLOGIES INC | 310,000 | $22.6B | 6.35% | |
| 10 | VVISA INC | 63,000 | $22.1B | 6.21% | |
| 11 | PCORPROCORE TECHNOLOGIES INC | 322,500 | $21.3B | 5.99% | |
| 12 | ASMLASML HOLDING N V | 28,700 | $19.0B | 5.35% | |
| 13 | LBRDALIBERTY BROADBAND CORP | 177,000 | $15.0B | 4.23% |