Hedge Fund - Gavilan Investment Partners
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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 | 80,500 | $59,416,245 | 14.28% | |||
| 2. | AMZN | 230,000 | $50,459,700 | 12.13% | |||
| 3. | MELI | 15,000 | $39,204,450 | 9.42% | |||
| 4. | SHOP | 330,000 | $38,065,500 | 9.15% | |||
| 5. | SPOT | 46,000 | $35,297,640 | -17% | 8.48% |
