Fund Name: | Gavilan Investment Partners |
Manager | Louis Chang |
Portfolio Value | $269,136,239 |
Change This QTR | +1.16% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | AMZN | 226,500 | $34,414,410 | 12.78% | |||
2. | META | 91,000 | $32,210,360 | +1% | 11.96% | ||
3. | GWRE | 259,000 | $28,241,360 | 10.49% | |||
4. | UBER | 357,000 | $21,980,490 | -22% | 8.16% | ||
5. | MELI | 13,000 | $20,430,020 | 7.59% |