$224 Million is the total value of Gavilan Investment Partners LLC's 14 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATVI | ACTIVISION BLIZZARD INC | $10,678,703 | -1.5% | 126,675 | 0.0% | 4.76% | -14.8% | |
| ARCE | ARCO PLATFORM LTDcl a | $3,926,707 | +10.8% | 323,452 | 0.0% | 1.75% | -4.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 4 | Q3 2023 | 13.0% |
| META PLATFORMS INC | 4 | Q3 2023 | 11.7% |
| GUIDEWIRE SOFTWARE INC | 4 | Q3 2023 | 10.0% |
| MASTERCARD INCORPORATED | 4 | Q3 2023 | 10.7% |
| UBER TECHNOLOGIES INC | 4 | Q3 2023 | 9.0% |
| MERCADOLIBRE INC | 4 | Q3 2023 | 8.1% |
| SHOPIFY INC | 4 | Q3 2023 | 7.5% |
| VISA INC | 4 | Q3 2023 | 8.0% |
| LIBERTY BROADBAND CORP | 4 | Q3 2023 | 7.2% |
| SPOTIFY TECHNOLOGY S A | 4 | Q3 2023 | 6.9% |
View Gavilan Investment Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
View Gavilan Investment Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.