Gavilan Investment Partners LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$360.6B
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 | $48.3B | 13.39% | |
| 2 | METAMETA PLATFORMS INC | 81,000 | $47.4B | 13.15% | |
| 3 | SHOPSHOPIFY INC | 330,000 | $35.1B | 9.73% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 68,000 | $30.4B | 8.44% | |
| 5 | MLB1MERCADOLIBRE INC | 16,200 | $27.5B | 7.64% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 161,500 | $27.2B | 7.55% | |
| 7 | CPNGCOUPANG INC | 1,115,000 | $24.5B | 6.80% | |
| 8 | MAMASTERCARD INCORPORATED | 44,000 | $23.2B | 6.43% | |
| 9 | PCORPROCORE TECHNOLOGIES INC | 295,000 | $22.1B | 6.13% | |
| 10 | UBERUBER TECHNOLOGIES INC | 357,000 | $21.5B | 5.97% | |
| 11 | VVISA INC | 64,000 | $20.2B | 5.61% | |
| 12 | ASMLASML HOLDING N V | 28,700 | $19.9B | 5.52% | |
| 13 | LBRDALIBERTY BROADBAND CORP | 177,000 | $13.2B | 3.65% |