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Gavilan Investment Partners LLC

Q1 2026 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    14

  • Value ($000)

    $372,298

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$47.9M
13 %

230,000

M
META

META PLATFORMS INC

CL A
30303M102
$34.9M
9 %

61,000

M
MELI

MERCADOLIBRE INC

COM
58733R102
$33.72M
9 %

19,500

C
CVNA

CARVANA CO

CL A
146869102
$28.92M
8 %

92,000

C
CPNG

COUPANG INC

CL A
22266T109
$27.66M
7 %

1,465,000

S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$27.28M
7 %

230,000

---

ASML HLDG NV

N Y REGISTRY SHS
N07059210
$25.76M
7 %

19,500

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$24.73M
7 %

49,500

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$24M
6 %

49,500

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$22.36M
6 %

149,500

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