13F HOLDINGS REPORT
Gavilan Investment Partners LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001398344-26-002956
Total Value
$416.4M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 230,000 | $53.1M | 12.75% |
| 2 | META PLATFORMS INC | META | 61,000 | $40.3M | 9.67% |
| 3 | MERCADOLIBRE INC | MELI | 19,500 | $39.3M | 9.43% |
| 4 | SHOPIFY INC | SHOP | 230,000 | $37.0M | 8.89% |
| 5 | CARVANA CO | CVNA | 86,000 | $36.3M | 8.72% |
| 6 | ASML HOLDING N V | ASMLF | 31,000 | $33.2M | 7.97% |
| 7 | COUPANG INC | CPNG | 1,395,000 | $32.9M | 7.90% |
| 8 | PROCORE TECHNOLOGIES INC | PCOR | 420,000 | $30.6M | 7.34% |
| 9 | MASTERCARD INCORPORATED | MA | 46,500 | $26.5M | 6.38% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 40,000 | $23.2M | 5.58% |
| 11 | GUIDEWIRE SOFTWARE INC | GWRE | 115,000 | $23.1M | 5.55% |
| 12 | VISA INC | V | 63,000 | $22.1M | 5.31% |
| 13 | UBER TECHNOLOGIES INC | UBER | 230,000 | $18.8M | 4.51% |