Gavilan Investment Partners LLC
Q4 2024 13F Holdings
- Locationburlingame, CA
- Num holdings
13
- Value ($000)
$360,571
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001963404
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON COM INC | COM | 023135106 | $48.27M | 13 % | 220,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $47.43M | 13 % | 81,000 | ||
SHOP SHOPIFY INC | CL A | 82509L107 | $35.09M | 10 % | 330,000 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $30.42M | 8 % | 68,000 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $27.55M | 8 % | 16,200 | ||
GWRE GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $27.23M | 8 % | 161,500 | ||
CPNG COUPANG INC | CL A | 22266T109 | $24.51M | 7 % | 1,115,000 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $23.17M | 6 % | 44,000 | ||
PCOR PROCORE TECHNOLOGIES INC | COM | 74275K108 | $22.10M | 6 % | 295,000 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $21.53M | 6 % | 357,000 |
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