Hedge Fund - Gavilan Investment Partners

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No. Security Ticker Shares Value Activity % Port History
1. META 84,300 $48,256,692 13.86%
2. AMZN 237,000 $44,160,210 +5% 12.68%
3. SHOP 401,000 $32,136,140 +13% 9.23%
4. GWRE 161,500 $29,544,810 -38% 8.48%
5. UBER 357,000 $26,832,120 7.7%