Gavilan Investment Partners LLC
Q2 2025 13F Holdings
- Locationburlingame, CA
- Num holdings
12
- Value ($000)
$416,064
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001963404
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $59.42 M | 14 % | 80,500 | ||
AMZN AMAZON COM INC | COM | 023135106 | $50.46 M | 12 % | 230,000 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $39.20 M | 9 % | 15,000 | ||
SHOP SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | $38.07 M | 9 % | 330,000 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $35.30 M | 9 % | 46,000 | ||
CPNG COUPANG INC | CL A | 22266T109 | $34.60 M | 8 % | 1,155,000 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $30.45 M | 7 % | 38,000 | ||
PCOR PROCORE TECHNOLOGIES INC | COM | 74275K108 | $28.74 M | 7 % | 420,000 | ||
GWRE GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $27.08 M | 7 % | 115,000 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $25.66 M | 6 % | 275,000 |
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