Gavilan Investment Partners LLC Portfolio Holdings by Sector
Gavilan Investment Partners LLC
- $348 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
SHOP GWRE UBER PCOR 4 stocks |
$103 Million
29.69% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG MELI 3 stocks |
$94.9 Million
27.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META SPOT 2 stocks |
$73.3 Million
21.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$40.8 Million
11.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$22.2 Million
6.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
LBRDA 1 stocks |
$13.4 Million
3.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|