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. | AMZN | 190,000 | $45,284,600 | -18% | 11.02% | ||
| 2. | ASML | 19,500 | $38,794,080 | 9.44% | |||
| 3. | META | 64,500 | $36,332,205 | +6% | 8.85% | ||
| 4. | TSM | 76,000 | $36,295,320 | NEW | 8.84% | ||
| 5. | MELI | 20,700 | $35,135,973 | +7% | 8.55% |
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