Gavilan Investment Partners LLC
Q3 2025 13F Holdings
- Locationburlingame, CA
- Num holdings
13
- Value ($000)
$447,599
- Date Filed11/13/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $54.71 M | 12 % | 74,500 | ||
AMZN AMAZON COM INC | COM | 023135106 | $50.50 M | 11 % | 230,000 | ||
SHOP SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | $45.33 M | 10 % | 305,000 | ||
CPNG COUPANG INC | CL A | 22266T109 | $40.73 M | 9 % | 1,265,000 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $36.79 M | 8 % | 38,000 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $35.05 M | 8 % | 15,000 | ||
PCOR PROCORE TECHNOLOGIES INC | COM | 74275K108 | $30.63 M | 7 % | 420,000 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $27.92 M | 6 % | 40,000 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $26.94 M | 6 % | 275,000 | ||
GWRE GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $26.43 M | 6 % | 115,000 |
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