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 UBER PCOR 4 stocks	$101 Million 28.45% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI CPNG 3 stocks	$97.5 Million 27.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$76.6 Million 21.56% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$46.2 Million 12.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$19 Million 5.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDA 1 stocks	$15 Million 4.23% of portfolio	-	-	-	-	0 Calls 0 Puts

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