Gavilan Investment Partners LLC
14 holdingsFiling period: 2026-03-31Current AUM: $384.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 230.0K | $47.9M | $62.5M | 16.23% | -- | 2026-03-31 |
| 2 | META | META PLATFORMS INC | 61.0K | $34.9M | $34.0M | 8.82% | -- | 2026-03-31 |
| 3 | MELI | MERCADOLIBRE INC | 19.5K | $33.7M | $36.6M | 9.52% | -- | 2026-03-31 |
| 4 | CVNA | CARVANA CO | 92.0K | $28.9M | $28.7M | 7.45% | +6.0K | 2026-03-31 |
| 5 | CPNG | COUPANG INC | 1.47M | $27.7M | $24.0M | 6.22% | +70.0K | 2026-03-31 |
| 6 | SHOP | SHOPIFY INC | 230.0K | $27.3M | $26.9M | 7.00% | -- | 2026-03-31 |
| 7 | — | ASML HLDG NV | 19.5K | $25.8M | $25.8M | 6.69% | -11,500 | 2026-03-31 |
| 8 | MA | MASTERCARD INCORPORATED | 49.5K | $24.7M | $28.4M | 7.37% | +3.0K | 2026-03-31 |
| 9 | — | SPOTIFY TECHNOLOGY S A | 49.5K | $24.0M | $24.0M | 6.24% | +9.5K | 2026-03-31 |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | 149.5K | $22.4M | $22.7M | 5.90% | +34.5K | 2026-03-31 |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | 385.0K | $21.9M | $21.1M | 5.48% | -35,000 | 2026-03-31 |
| 12 | V | VISA INC | 63.0K | $19.0M | $23.1M | 5.99% | -- | 2026-03-31 |
| 13 | RBLX | ROBLOX CORP | 310.0K | $17.5M | $11.0M | 2.87% | -- | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES INC | 230.0K | $16.5M | $16.2M | 4.20% | -- | 2026-03-31 |
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