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Gavilan Investment Partners LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $410,764,178
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMAZON COM INC · COM · 023135106 · shares: $45,284,600
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $38,794,080
- META PLATFORMS INC · CL A · 30303M102 · shares: $36,332,205
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $36,295,320
- MERCADOLIBRE INC · COM · 58733R102 · shares: $35,135,973
- CARVANA CO · CL A · 146869102 · shares: $32,580,900
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $28,006,930
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $27,477,600
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $26,261,400
- COUPANG INC · CL A · 22266T109 · shares: $25,447,050
Reported holdings
15 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | — | 190,000 shares | $45,284,600 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 19,500 shares | $38,794,080 |
| META PLATFORMS INC | CL A | 30303M102 | — | 64,500 shares | $36,332,205 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 76,000 shares | $36,295,320 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 20,700 shares | $35,135,973 |
| CARVANA CO | CL A | 146869102 | — | 495,000 shares | $32,580,900 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 61,000 shares | $28,006,930 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 53,500 shares | $27,477,600 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 230,000 shares | $26,261,400 |
| COUPANG INC | CL A | 22266T109 | — | 1,465,000 shares | $25,447,050 |
| VISA INC | COM CL A | 92826C839 | — | 63,000 shares | $21,614,670 |
| ROBLOX CORP | CL A | 771049103 | — | 310,000 shares | $16,857,800 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 230,000 shares | $16,596,800 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 305,000 shares | $12,389,100 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 95,000 shares | $11,689,750 |