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 | 220,000 | $48,265,800 | -8% | 13.38% | ||
| 2. | META | 81,000 | $47,426,310 | -4% | 13.15% | ||
| 3. | SHOP | 330,000 | $35,088,900 | -18% | 9.73% | ||
| 4. | SPOT | 68,000 | $30,421,840 | 8.43% | |||
| 5. | MELI | 16,200 | $27,547,128 | +32% | 7.63% |
