Institutions / Gavilan Investment Partners LLC
Gavilan Investment Partners LLC
CIK 1963404 · Institution · as of Dec 31, 2025
Portfolio value
$416.35M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $53.09M | 12.8% |
| Meta Platforms Inc | $40.27M | 9.7% |
| MercadoLibre, Inc. | $39.28M | 9.4% |
| Shopify Inc | $37.02M | 8.9% |
| Carvana Co. | $36.29M | 8.7% |
| Asml Holding N V | $33.17M | 8.0% |
| Coupang, Inc. | $32.91M | 7.9% |
| Procore Technologies, Inc. | $30.55M | 7.3% |
| Mastercard Inc | $26.55M | 6.4% |
| Spotify Technology S a | $23.23M | 5.6% |
| Guidewire Software, Inc. | $23.12M | 5.6% |
| Visa Inc | $22.09M | 5.3% |
| Uber Technologies, Inc | $18.79M | 4.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.