Gavilan Investment Partners LLC 13F Holdings · Q2 2026
Gavilan Investment Partners LLC reported 15 securities worth $410.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (11.02%), ASML (9.44%), META (8.85%). Among its top 25 positions this quarter: 1 new, 5 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $45.3M | 11.02% | 190,000 | Trimmed |
| 2 | ASML | ASML HLDG NV | $38.8M | 9.44% | 19,500 | Hold |
| 3 | META | META PLATFORMS INC | $36.3M | 8.85% | 64,500 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.3M | 8.84% | 76,000 | New |
| 5 | MELI | MERCADOLIBRE INC | $35.1M | 8.55% | 20,700 | Added |
| 6 | CVNA | CARVANA CO | $32.6M | 7.93% | 495,000 | Added |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $28.0M | 6.82% | 61,000 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $27.5M | 6.69% | 53,500 | Added |
| 9 | SHOP | SHOPIFY INC | $26.3M | 6.39% | 230,000 | Hold |
| 10 | CPNG | COUPANG INC | $25.4M | 6.20% | 1.5M | Hold |
| 11 | V | VISA INC | $21.6M | 5.26% | 63,000 | Hold |
| 12 | RBLX | ROBLOX CORP | $16.9M | 4.10% | 310,000 | Hold |
| 13 | UBER | UBER TECHNOLOGIES INC | $16.6M | 4.04% | 230,000 | Hold |
| 14 | PCOR | PROCORE TECHNOLOGIES INC | $12.4M | 3.02% | 305,000 | Trimmed |
| 15 | GWRE | GUIDEWIRE SOFTWARE INC | $11.7M | 2.85% | 95,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR