Gavilan Investment Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$372.3M
Q ending 2026-03-31
Prior quarter
$416.4M
Q ending 2025-12-31
Change
-10.6% QoQ · +4.7% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $47.9M | 230K |
| Meta Platforms Inc | META | Shares | $34.9M | 61K |
| Mercadolibre Inc | MELI | Shares | $33.7M | 20K |
| Carvana Co | CVNA | Shares | $28.9M | 92K |
| Coupang Inc | CPNG | Shares | $27.7M | 1.5M |
| Shopify Inc | SHOP | Shares | $27.3M | 230K |
| Asml Hldg Nv | Shares | $25.8M | 20K | |
| Mastercard Incorporated | MA | Shares | $24.7M | 50K |
| Spotify Technology S A | Shares | $24.0M | 50K | |
| Guidewire Software Inc | GWRE | Shares | $22.4M | 150K |
| Procore Technologies Inc | PCOR | Shares | $21.9M | 385K |
| Visa Inc | V | Shares | $19.0M | 63K |
| Roblox Corp | RBLX | Shares | $17.5M | 310K |
| Uber Technologies Inc | UBER | Shares | $16.5M | 230K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.