Gavilan Investment Partners LLC 13F Holdings
CIK 0001963404 · BURLINGAME, CA
As of Sep 30, 2025, Gavilan Investment Partners LLC reported 13 positions worth $447.6M in its SEC Form 13F filing.
Top 13 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| META PLATFORMS INC | META | Communication Services | 74,500 | $54.7M | 12.22% |
| AMAZON.COM INC | AMZN | Equity | 230,000 | $50.5M | 11.28% |
| SHOPIFY INC | SHOP | Technology | 305,000 | $45.3M | 10.13% |
| COUPANG INC | CPNG | Consumer Cyclical | 1,265,000 | $40.7M | 9.10% |
| ASML HOLDING NV | ASML | Technology | 38,000 | $36.8M | 8.22% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 15,000 | $35.1M | 7.83% |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 420,000 | $30.6M | 6.84% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 40,000 | $27.9M | 6.24% |
| UBER TECHNOLOGIES INC | UBER | Technology | 275,000 | $26.9M | 6.02% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 115,000 | $26.4M | 5.91% |
| CARVANA CO | CVNA | Consumer Cyclical | 69,000 | $26.0M | 5.82% |
| MASTERCARD INC | MA | Financial Services | 44,000 | $25.0M | 5.59% |
| VISA INC-CLASS A SHARES | V | Financial Services | 63,000 | $21.5M | 4.80% |