Gavilan Investment Partners LLC
15 holdingsFiling period: 2026-06-30Current AUM: $429.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 190.0K | $45.3M | $48.8M | 11.36% | -40,000 | 2026-06-30 |
| 2 | — | ASML HLDG NV | 19.5K | $38.8M | $38.8M | 9.03% | -- | 2026-06-30 |
| 3 | META | META PLATFORMS INC | 64.5K | $36.3M | $41.8M | 9.73% | +3.5K | 2026-06-30 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 76.0K | $36.3M | $32.9M | 7.66% | -- | 2026-06-30 |
| 5 | MELI | MERCADOLIBRE INC | 20.7K | $35.1M | $39.3M | 9.14% | +1.2K | 2026-06-30 |
| 6 | CVNA | CARVANA CO | 495.0K | $32.6M | $34.2M | 7.97% | +403.0K | 2026-06-30 |
| 7 | — | SPOTIFY TECHNOLOGY S A | 61.0K | $28.0M | $28.0M | 6.52% | +11.5K | 2026-06-30 |
| 8 | MA | MASTERCARD INCORPORATED | 53.5K | $27.5M | $30.5M | 7.09% | +4.0K | 2026-06-30 |
| 9 | SHOP | SHOPIFY INC | 230.0K | $26.3M | $29.6M | 6.90% | -- | 2026-06-30 |
| 10 | CPNG | COUPANG INC | 1.47M | $25.4M | $22.2M | 5.16% | -- | 2026-06-30 |
| 11 | V | VISA INC | 63.0K | $21.6M | $23.3M | 5.43% | -- | 2026-06-30 |
| 12 | RBLX | ROBLOX CORP | 310.0K | $16.9M | $14.1M | 3.28% | -- | 2026-06-30 |
| 13 | UBER | UBER TECHNOLOGIES INC | 230.0K | $16.6M | $16.5M | 3.84% | -- | 2026-06-30 |
| 14 | PCOR | PROCORE TECHNOLOGIES INC | 305.0K | $12.4M | $16.2M | 3.78% | -80,000 | 2026-06-30 |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | 95.0K | $11.7M | $13.4M | 3.12% | -54,500 | 2026-06-30 |
← Scroll →