13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001398344-25-015186
Total Value
$416.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 80,500 | $59.4M | 14.28% |
| 2 | AMAZON COM INC | AMZN | 230,000 | $50.5M | 12.13% |
| 3 | MERCADOLIBRE INC | MELI | 15,000 | $39.2M | 9.42% |
| 4 | SHOPIFY INC | SHOP | 330,000 | $38.1M | 9.15% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 46,000 | $35.3M | 8.48% |
| 6 | COUPANG INC | CPNG | 1,155,000 | $34.6M | 8.32% |
| 7 | ASML HOLDING N V | ASMLF | 38,000 | $30.5M | 7.32% |
| 8 | PROCORE TECHNOLOGIES INC | PCOR | 420,000 | $28.7M | 6.91% |
| 9 | GUIDEWIRE SOFTWARE INC | GWRE | 115,000 | $27.1M | 6.51% |
| 10 | UBER TECHNOLOGIES INC | UBER | 275,000 | $25.7M | 6.17% |
| 11 | MASTERCARD INCORPORATED | MA | 44,000 | $24.7M | 5.94% |
| 12 | VISA INC | V | 63,000 | $22.4M | 5.38% |