13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001398344-25-020818
Total Value
$447.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 74,500 | $54.7M | 12.22% |
| 2 | AMAZON COM INC | AMZN | 230,000 | $50.5M | 11.28% |
| 3 | SHOPIFY INC | SHOP | 305,000 | $45.3M | 10.13% |
| 4 | COUPANG INC | CPNG | 1,265,000 | $40.7M | 9.10% |
| 5 | ASML HOLDING N V | ASMLF | 38,000 | $36.8M | 8.22% |
| 6 | MERCADOLIBRE INC | MELI | 15,000 | $35.1M | 7.83% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 420,000 | $30.6M | 6.84% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 40,000 | $27.9M | 6.24% |
| 9 | UBER TECHNOLOGIES INC | UBER | 275,000 | $26.9M | 6.02% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 115,000 | $26.4M | 5.91% |
| 11 | CARVANA CO | CVNA | 69,000 | $26.0M | 5.82% |
| 12 | MASTERCARD INCORPORATED | MA | 44,000 | $25.0M | 5.59% |
| 13 | VISA INC | V | 63,000 | $21.5M | 4.80% |