Gavilan Investment Partners LLC
Q4 2025 13F Holdings
- Locationburlingame, CA
- Num holdings
13
- Value ($000)
$416,352
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMAZON COM INC | COM | 023135106 | $53.09M | 13 % | 230,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $40.27M | 10 % | 61,000 | ||
MERCADOLIBRE INC | COM | 58733R102 | $39.28M | 9 % | 19,500 | ||
SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | $37.02M | 9 % | 230,000 | ||
CARVANA CO | CL A | 146869102 | $36.29M | 9 % | 86,000 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $33.17M | 8 % | 31,000 | ||
COUPANG INC | CL A | 22266T109 | $32.91M | 8 % | 1,395,000 | ||
PROCORE TECHNOLOGIES INC | COM | 74275K108 | $30.55M | 7 % | 420,000 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | $26.55M | 6 % | 46,500 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $23.23M | 6 % | 40,000 |
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