Q1 2025 · 13F-HR
Gavilan Investment Partners LLCholdings as filed
Filed 2025-05-14 · accession 0001398344-25-009332
$355.5M
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $46.4M | 13.1% | 80,500 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $43.8M | 12.3% | 230,000 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $31.5M | 8.86% | 330,000 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $30.3M | 8.51% | 55,000 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $29.3M | 8.23% | 15,000 | Common | NONE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $25.8M | 7.25% | 137,500 | Common | NONE |
| 22266T109 | CPNG | COUPANG INC | $24.5M | 6.88% | 1,115,000 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $24.1M | 6.78% | 44,000 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $22.6M | 6.35% | 310,000 | Common | NONE |
| 92826C839 | V | VISA INC | $22.1M | 6.21% | 63,000 | Common | NONE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $21.3M | 5.99% | 322,500 | Common | NONE |
| N07059210 | ASML | ASML HOLDING N V | $19.0M | 5.35% | 28,700 | Common | NONE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $15.0M | 4.23% | 177,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.