Hedge Fund - Gavilan Investment Partners
Get Email Alerts 13F Holdings
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | META | 74,500 | $54,711,310 | -8% | 12.22% | ||
| 2. | AMZN | 230,000 | $50,501,100 | 11.28% | |||
| 3. | SHOP | 305,000 | $45,326,050 | -8% | 10.13% | ||
| 4. | CPNG | 1,265,000 | $40,733,000 | +10% | 9.1% | ||
| 5. | ASML | 38,000 | $36,787,420 | 8.22% |
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