Gavilan Investment Partners LLC
15 holdingsFiling period: 2026-06-30Current AUM: $435.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 190.0K | $45.3M | $47.3M | 10.87% | -40,000 | 2026-06-30 |
| 2 | — | Asml Hldg NV | 19.5K | $38.8M | $38.8M | 8.91% | -- | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 64.5K | $36.3M | $40.7M | 9.34% | +3.5K | 2026-06-30 |
| 4 | TSM | Taiwan Semiconductor Manufac | 76.0K | $36.3M | $32.3M | 7.41% | -- | 2026-06-30 |
| 5 | MELI | Mercadolibre Inc | 20.7K | $35.1M | $34.5M | 7.93% | +1.2K | 2026-06-30 |
| 6 | CVNA | Carvana Co | 495.0K | $32.6M | $28.0M | 6.44% | +403.0K | 2026-06-30 |
| 7 | — | Spotify Technology S A | 61.0K | $28.0M | $28.0M | 6.43% | +11.5K | 2026-06-30 |
| 8 | MA | Mastercard Incorporated | 53.5K | $27.5M | $32.8M | 7.54% | +4.0K | 2026-06-30 |
| 9 | SHOP | Shopify Inc | 230.0K | $26.3M | $38.7M | 8.88% | -- | 2026-06-30 |
| 10 | CPNG | Coupang Inc | 1.47M | $25.4M | $20.1M | 4.63% | -- | 2026-06-30 |
| 11 | V | Visa Inc | 63.0K | $21.6M | $25.5M | 5.85% | -- | 2026-06-30 |
| 12 | RBLX | Roblox Corp | 310.0K | $16.9M | $16.9M | 3.87% | -- | 2026-06-30 |
| 13 | UBER | Uber Technologies Inc | 230.0K | $16.6M | $15.2M | 3.49% | -- | 2026-06-30 |
| 14 | PCOR | Procore Technologies Inc | 305.0K | $12.4M | $19.1M | 4.40% | -80,000 | 2026-06-30 |
| 15 | GWRE | Guidewire Software Inc | 95.0K | $11.7M | $17.5M | 4.01% | -54,500 | 2026-06-30 |
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