Gavilan Investment Partners LLC

Q3 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    13

  • Value ($000)

    $447,599

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001963404
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
META

META PLATFORMS INC

CL A
30303M102
$54.71M
12 %

74,500

A
AMZN

AMAZON COM INC

COM
023135106
$50.50M
11 %

230,000

S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$45.33M
10 %

305,000

C
CPNG

COUPANG INC

CL A
22266T109
$40.73M
9 %

1,265,000

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$36.79M
8 %

38,000

M
MELI

MERCADOLIBRE INC

COM
58733R102
$35.05M
8 %

15,000

P
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$30.63M
7 %

420,000

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$27.92M
6 %

40,000

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$26.94M
6 %

275,000

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$26.43M
6 %

115,000

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