Gavilan Investment Partners LLC Portfolio Holdings by Sector

Gavilan Investment Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SHOP GWRE PCOR UBER 4 stocks	$106 Million 29.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI CPNG 3 stocks	$100 Million 27.82% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$77.8 Million 21.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$43.4 Million 12.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$19.9 Million 5.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDA 1 stocks	$13.2 Million 3.65% of portfolio	1	-	-	-	0 Calls 0 Puts

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