Gavilan Investment Partners LLC
Net buyer this quarter
$411M
15
+$30.5M
80.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $45.3M | 11.02% | 0.00% | -17.4% | Q4 2022 |
 ASML | $38.8M | 9.44% | 0.01% | Not reported | Q4 2023 |
 META | $36.3M | 8.85% | Not reported | +5.7% | Q4 2022 |
 TSM | $36.3M | 8.84% | 0.00% | New | Q2 2026 |
 MELI | $35.1M | 8.55% | 0.04% | +6.2% | Q4 2022 |
 CVNA | $32.6M | 7.93% | Not reported | +7.6% | Q3 2025 |
 SPOT | $28M | 6.82% | 0.03% | +23.2% | Q4 2022 |
 MA | $27.5M | 6.69% | 0.00% | +8.1% | Q4 2022 |
 SHOP | $26.3M | 6.39% | 0.06% | Not reported | Q4 2022 |
 CPNG | $25.4M | 6.20% | Not reported | Not reported | Q4 2022 |
 V | $21.6M | 5.26% | 0.00% | Not reported | Q4 2022 |
 RBLX | $16.9M | 4.10% | 0.04% | Not reported | Q1 2026 |
 UBER | $16.6M | 4.04% | 0.01% | Not reported | Q4 2022 |
 PCOR | $12.4M | 3.02% | 0.20% | -20.8% | Q3 2024 |
 GWRE | $11.7M | 2.85% | 0.11% | -36.5% | Q4 2022 |
| Q1 2026 | |||||
| AMZN | $47.9M | 12.87% | 0.00% | Not reported | Q4 2022 |
| META | $34.9M | 9.37% | Not reported | Not reported | Q4 2022 |
| MELI | $33.7M | 9.06% | 0.04% | Not reported | Q4 2022 |
| CVNA | $28.9M | 7.77% | Not reported | +7.0% | Q3 2025 |
| CPNG | $27.7M | 7.43% | Not reported | +5.0% | Q4 2022 |
| SHOP | $27.3M | 7.33% | 0.06% | Not reported | Q4 2022 |
| ASML | $25.8M | 6.92% | 0.01% | -37.1% | Q4 2023 |
| MA | $24.7M | 6.64% | 0.00% | +6.5% | Q4 2022 |
| SPOT | $24M | 6.45% | 0.02% | +23.8% | Q4 2022 |
| GWRE | $22.4M | 6.01% | 0.18% | +30.0% | Q4 2022 |
| PCOR | $21.9M | 5.89% | 0.26% | -8.3% | Q3 2024 |
| V | $19M | 5.11% | 0.00% | Not reported | Q4 2022 |
| RBLX | $17.5M | 4.71% | 0.04% | New | Q1 2026 |
| UBER | $16.5M | 4.44% | 0.01% | Not reported | Q4 2022 |
| Q4 2025 | |||||
| AMZN | $53.1M | 12.75% | 0.00% | Not reported | Q4 2022 |
| META | $40.3M | 9.67% | Not reported | -18.1% | Q4 2022 |
| MELI | $39.3M | 9.43% | 0.04% | +30.0% | Q4 2022 |
| SHOP | $37M | 8.89% | 0.06% | -24.6% | Q4 2022 |
| CVNA | $36.3M | 8.72% | Not reported | +24.6% | Q3 2025 |
| ASML | $33.2M | 7.97% | 0.01% | -18.4% | Q4 2023 |
| CPNG | $32.9M | 7.90% | Not reported | +10.3% | Q4 2022 |
| PCOR | $30.6M | 7.34% | 0.28% | Not reported | Q3 2024 |
| MA | $26.5M | 6.38% | 0.00% | +5.7% | Q4 2022 |
| SPOT | $23.2M | 5.58% | 0.02% | Not reported | Q4 2022 |
| GWRE | $23.1M | 5.55% | 0.14% | Not reported | Q4 2022 |
| V | $22.1M | 5.31% | 0.00% | Not reported | Q4 2022 |
| UBER | $18.8M | 4.51% | 0.01% | -16.4% | Q4 2022 |
| Q3 2025 | |||||
| META | $54.7M | 12.22% | Not reported | -7.5% | Q4 2022 |
| AMZN | $50.5M | 11.28% | 0.00% | Not reported | Q4 2022 |
| SHOP | $45.3M | 10.13% | 0.08% | -7.6% | Q4 2022 |
| CPNG | $40.7M | 9.10% | Not reported | +9.5% | Q4 2022 |
| ASML | $36.8M | 8.22% | 0.01% | Not reported | Q4 2023 |
| MELI | $35.1M | 7.83% | 0.03% | Not reported | Q4 2022 |
| PCOR | $30.6M | 6.84% | 0.28% | Not reported | Q3 2024 |
| SPOT | $27.9M | 6.24% | 0.02% | -13.0% | Q4 2022 |
| UBER | $26.9M | 6.02% | 0.01% | Not reported | Q4 2022 |
| GWRE | $26.4M | 5.91% | 0.14% | Not reported | Q4 2022 |
| CVNA | $26M | 5.82% | Not reported | New | Q3 2025 |
| MA | $25M | 5.59% | 0.00% | Not reported | Q4 2022 |
| V | $21.5M | 4.80% | 0.00% | Not reported | Q4 2022 |