Gavilan Investment Partners LLC Portfolio Holdings by Sector

Gavilan Investment Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN MELI CPNG 3 stocks	$92.2 Million 29.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE UBER SHOP 3 stocks	$85.2 Million 27.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$63.8 Million 20.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$35.2 Million 11.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$16.6 Million 5.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials VRRM 1 stocks	$12.5 Million 3.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDA 1 stocks	$9.56 Million 3.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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