Gavilan Investment Partners LLC
Q1 2025 13F Holdings
- Locationburlingame, CA
- Num holdings
13
- Value ($000)
$355,531
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $46.40M | 13 % | 80,500 | ||
AMZN AMAZON COM INC | COM | 023135106 | $43.76M | 12 % | 230,000 | ||
SHOP SHOPIFY INC | CL A | 82509L107 | $31.51M | 9 % | 330,000 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $30.25M | 9 % | 55,000 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $29.26M | 8 % | 15,000 | ||
GWRE GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $25.76M | 7 % | 137,500 | ||
CPNG COUPANG INC | CL A | 22266T109 | $24.45M | 7 % | 1,115,000 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $24.12M | 7 % | 44,000 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $22.59M | 6 % | 310,000 | ||
V VISA INC | COM CL A | 92826C839 | $22.08M | 6 % | 63,000 |
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