Gavilan Investment Partners LLC

Q2 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    12

  • Value ($000)

    $416,064

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001963404
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
$59.42 M
14 %

80,500

AMZN
AMZN

AMAZON COM INC

COM
$50.46 M
12 %

230,000

MELI
MELI

MERCADOLIBRE INC

COM
$39.20 M
9 %

15,000

SHOP
SHOP

SHOPIFY INC

CL A SUB VTG SHS
$38.07 M
9 %

330,000

---

SPOTIFY TECHNOLOGY S A

SHS
$35.30 M
9 %

46,000

CPNG
CPNG

COUPANG INC

CL A
$34.60 M
8 %

1,155,000

---

ASML HOLDING N V

N Y REGISTRY SHS
$30.45 M
7 %

38,000

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
$28.74 M
7 %

420,000

GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
$27.08 M
7 %

115,000

UBER
UBER

UBER TECHNOLOGIES INC

COM
$25.66 M
6 %

275,000

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 12